Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Evans is a financial advisor with over 35 years of experience in the financial services industry. Cheryl is currently registered with Oneamerica Securities, Inc. and has been a Registered Representative with them since March 2009. Cheryl has a broad range of experience, including providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Cheryl is also a Certified Financial Consultant. She is committed to providing her clients with personalized financial advice and guidance.
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.
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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2
OH
06/05/2023 - Present
Oneamerica Securities, Inc. (COLUMBUS OH)
OH
08/18/1998 - 03/09/2009
METLIFE SECURITIES INC. (DUBLIN OH)
OH
08/18/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DUBLIN OH)
NY
06/02/1987 - 07/08/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 04/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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