Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cherrie? Claim Your ProfileCherrie Ann Moussaid is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 2008. Cherrie Ann Moussaid is licensed in 53 states and also holds Series 7, 9, 10 and 66 securities licenses. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Cherrie Ann Moussaid was with UBS Financial Services Inc. and Everen Securities, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/07/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
TX
04/11/2014 - 09/09/2019
UBS FINANCIAL SERVICES INC. (PLANO TX)
TX
04/28/2009 - 03/15/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
MO
10/25/1996 - 08/19/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 12/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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