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 Fonseca is an active investment advisor with LPL Financial LLC. Cheryl has been working in the financial industry since March 20, 1989. Cheryl has earned the following licenses: Series 63, Series 66, and Series 24. Cheryl Ann Fonseca has been registered in 27 states for brokerage services and 2 states for investment advisory services. Cheryl Ann Fonseca is also a Notary Public in Massachusetts. In addition to LPL Financial LLC, Cheryl has previously been employed at LINSCO FINANCIAL GROUP, INC..
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
MA
06/21/2013 - Present
LPL Financial LLC (SOMERSET MA)
NA
03/21/1989 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
BOTH
Issued 06/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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