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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Ann Harwell is a financial advisor with SPC. Cheryl has been working in the financial services industry since December 21, 2003. Cheryl is registered with FINRA and the states of Arizona and Michigan. Cheryl has a series 7, 63, and 65 licenses and a SIE certification. Cheryl specializes in providing financial planning, portfolio management, pension consulting, and educational seminars. Cheryl has experience working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
08/30/2018 - Present
SPC (ANN ARBOR MI)
MI
03/21/2018 - 08/13/2018
THE HUNTINGTON INVESTMENT COMPANY (SALINE MI)
MI
06/25/2008 - 02/21/2018
AMERIPRISE FINANCIAL SERVICES, INC. (CHELSEA MI)
MI
05/23/2006 - 05/13/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ANN ARBOR MI)
MA
07/07/1994 - 02/28/1997
WILLIAM O'NEIL & COMPANY, INCORPORATED (BOSTON MA)
IA
Issued 08/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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