Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Ann Angelini is a financial advisor with LPL Financial LLC. Cheryl has been in the financial industry since 2002 and has a variety of licenses and registrations. Cheryl's previous experience includes working with CUNA BROKERAGE SERVICES, INC. and CUSO FINANCIAL SERVICES, L.P. Cheryl has experience working with individuals, families, businesses, and retirement plans. Cheryl is committed to providing her clients with personalized financial advice and guidance. Cheryl is based in Racine, Wisconsin and serves clients in the local area.
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.
Consulting and other non-discretionary advisory services
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
WI
05/18/2022 - Present
LPL Financial LLC (Racine WI)
WI
09/24/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Racine WI)
WI
12/13/2001 - 07/11/2018
CUSO FINANCIAL SERVICES, L.P. (RACINE WI)
BOTH
Issued 02/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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