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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Bush is a Registered Investment Advisor (RIA) associated with Prosperity Capital Advisors. Cheryl is a licensed insurance agent and holds the Series 65 and SIE licenses. In addition to providing financial planning services, Cheryl also conducts advisory business under the dba Dellelo Wealth Management. Cheryl has over 9 years of experience in the financial services industry, with experience at NEXT Financial, Retirement Income Strategies, LLC, and C2P Capital Advisory Group LLC dba Prosperity Capital Advisor.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
07/14/2023 - Present
Prosperity Capital Advisors (South Easton MA)
IA
Issued 04/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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