Unclaimed
Cheryl Constantino is a financial advisor with The Wealth Consulting Group, an LPL Financial firm. Cheryl has been working in the financial services industry since 2001 and holds the Series 66, Series 7, and SIE licenses. Cheryl is also a Certified Financial Planner. Cheryl's previous experience includes working with Lincoln Financial Advisors Corporation, MML Investors Services, Inc., and Waddell & Reed, Inc. The Wealth Consulting Group offers a range of services to individual and institutional clients including financial planning, investment management, and retirement planning.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NV
05/05/2021 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
NV
06/17/2008 - 11/21/2014
NEW ENGLAND SECURITIES (LAS VEGAS NV)
NV
12/09/2003 - 07/03/2008
MML INVESTORS SERVICES, INC. (LAS VEGAS NV)
IN
07/24/2001 - 12/19/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/24/2001 - 12/19/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
KS
03/09/2001 - 07/18/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 03/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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