Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Minardi is a financial professional with over 28 years of experience in the industry. Cheryl is currently registered with Principal Securities, Inc. in Florida. Cheryl is a registered Investment Advisor Representative (IAR) in Florida. Cheryl has a Series 6, 7, 63, 65, and SIE. Previously, Cheryl was registered with NYLIFE SECURITIES LLC and CITIGROUP GLOBAL MARKETS INC. Cheryl is also a licensed insurance agent.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
08/21/2024 - Present
Principal Securities, Inc. (OVIEDO FL)
FL
08/22/2016 - 02/03/2020
NYLIFE SECURITIES LLC (MAITLAND FL)
NY
08/16/1994 - 10/15/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CA
11/27/1987 - 07/21/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 08/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/08/2024
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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