Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Kassab is a financial advisor with Clarkston Capital Partners, LLC, based in Bloomfield Hills, Michigan. Cheryl has been in the industry since June 2013 and is registered in 21 states as a broker-dealer and investment advisor. Cheryl is a Certified Financial Planner and specializes in providing financial advice to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, and other entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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MI
06/05/2013 - Present
Clarkston Capital Partners, LLC (BLOOMFIELD HILLS MI)
BC
Issued 12/15/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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