Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Gee is a financial advisor with UBS Financial Services Inc. Cheryl has been in the financial industry since January 24, 2005. Cheryl has a strong background in investments and financial planning, holding Series 7, 31, and 66 licenses. Cheryl provides financial advice to individuals and families, businesses, and charitable organizations. Cheryl also specializes in insurance companies, investment companies, high-net-worth individuals, 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.
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.
See schedule d - miscellaneous
1
2
CA
06/08/2010 - Present
UBS Financial Services Inc. (IRVINE CA)
CA
06/01/2009 - 06/23/2010
MORGAN STANLEY SMITH BARNEY (LAGUNA NIGUEL CA)
CA
05/07/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAGUNA NIGUEL CA)
CA
04/02/2007 - 05/07/2007
MORGAN STANLEY & CO., INCORPORATED (IRVINE CA)
CA
01/25/2005 - 04/02/2007
MORGAN STANLEY DW INC. (IRVINE CA)
BOTH
Issued 02/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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