Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Meese is a financial advisor with RBC Capital Markets, LLC. Cheryl has been in the financial services industry since 1979. Cheryl has experience working in several branches in the Midwest, and has a focus on working with high-net-worth individuals, corporations, and pension and profit sharing plans. Cheryl is a Certified Financial Planner and is registered with the state of Minnesota and Texas. Cheryl is also a board member of NATCOM Bancshares and Animal Allies Humane Society.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
MN
11/28/2016 - Present
RBC Capital Markets, LLC (DULUTH MN)
MN
01/24/1992 - 07/13/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NJ
10/06/1980 - 01/28/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/24/1980 - 10/30/1980
SHEARSON LOEB RHOADES INC.
NA
08/28/1979 - 02/04/1980
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BOTH
Issued 04/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/17/1984
Series 12 - NYSE Branch Manager Examination
BC
Issued 03/20/1982
Series 4 - Registered Options Principal Examination
BC
Issued 01/11/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/18/1979
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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