Unclaimed
Cherrell Latitia Trotter is a financial professional with over 14 years of experience in the industry. Cherrell is currently registered with National Financial Services LLC in WESTLAKE, TX. Previously, Cherrell was employed at Fidelity Brokerage Services LLC from 2008 to 2021. Cherrell holds FINRA Series 7, 63, and 66 licenses as well as the SIE exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
TX
11/16/2021 - Present
National Financial Services LLC (WESTLAKE TX)
TX
09/05/2008 - 08/10/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 09/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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