Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Snook is a registered representative with Morgan Stanley. Cheryl has been in the securities industry since April 30, 1993. Cheryl is licensed in 40 states for both securities and investment advisory services. Cheryl previously worked with CCM Securities, Inc., M&I Brokerage Services, Inc., and Everen Securities, Inc., among others. Cheryl holds Series 7, 31, 63 and 65 licenses, as well as the SIE exam. Cheryl has experience in portfolio management for businesses, individuals and investment companies. Cheryl is also registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Morgan Stanley branch office in Oak Brook, Illinois.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
06/01/2009 - Present
Morgan Stanley (Oak Brook IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GENEVA IL)
IL
02/21/2002 - 04/02/2007
MORGAN STANLEY DW INC. (GENEVA IL)
PA
08/04/1998 - 09/28/2000
CCM SECURITIES, INC. (JENKINTOWN PA)
WI
03/28/1995 - 06/02/1998
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
MO
08/28/1991 - 02/15/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 02/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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