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Cheryl Ann Sutter is a registered representative with Mariner Independent and has been in the industry since 1988. She is also a registered investment advisor representative and holds the Series 63 and Series 65 licenses. Cheryl's professional experience includes positions with American National Bank of Texas, LinSCO/Private Ledger Corp., Ameriprise Financial Services, LLC, and Xtramile Financial Group. Currently, Cheryl works out of the Tampa, FL branch office of Mariner Independent. She primarily focuses on providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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FL
12/02/2024 - Present
Mariner Independent (Tampa FL)
Active
Inactive
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