Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Blair is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry for over 11 years. Cheryl has a broad range of experience in financial services, including providing portfolio management for both individuals and businesses. She is licensed to conduct business in several states and has a strong track record of success in helping her clients achieve their financial goals. Cheryl is dedicated to providing her clients with personalized and comprehensive financial advice, and she is committed to helping them make informed decisions about their financial future.
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
OH
09/26/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WESTLAKE OH)
NJ
04/03/2013 - 06/06/2013
J.P. TURNER & COMPANY, L.L.C. (MEDFORD NJ)
NJ
08/03/2011 - 04/09/2013
DAVID LERNER ASSOCIATES, INC. (PRINCETON NJ)
BOTH
Issued 09/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2011
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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