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 Straatmann is a registered representative of Wells Fargo Clearing Services, LLC. Cheryl Ann Straatmann has been in the financial services industry for over 24 years. Cheryl Ann Straatmann's primary focus is providing investment advice to individuals, businesses, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and insurance companies. Prior to joining Wells Fargo Clearing Services, LLC, Cheryl Ann Straatmann was employed by FIRST CLEARING, LLC, A. G. EDWARDS & SONS, INC., and CORPORATE SECURITIES GROUP, INC. Cheryl Ann Straatmann has a Series 6, 7, 9, 10, 63, and SIE licenses. Cheryl Ann Straatmann also holds a license to provide investment advice in Texas.
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.
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.
Investment consulting services to institutional clients
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
MO
08/28/2017 - Present
Wells Fargo Clearing Services, LLC (FRONTENAC MO)
MO
03/19/2014 - 11/22/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
08/17/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
06/25/1998 - 08/18/1998
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
BC
Issued 07/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/31/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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