Unclaimed
Cherry Maitland is a financial professional with over 20 years of experience in the industry. Cherry currently holds a Series 6, 63, and SIE license and is registered with PFS Investments Inc. Cherry is a registered representative and holds a principal license (Series 40). Cherry is a specialist in working with individual clients. Cherry has previously worked with Templeton/Franklin Investment Services, INC. and Travelers Equities Sales, 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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
08/12/2021 - Present
PFS Investments Inc. (TAMPA FL)
CA
12/11/1996 - 11/18/1998
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)
CA
12/22/1978 - 10/31/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 01/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1978
Series 40 - Registered Principal Examination
BC
Issued 08/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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