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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Giustiniano is a financial advisor with Raymond James Financial Services Advisors, Inc. in SAN DIEGO, CA. Cheryl has been in the industry since 1992. She has experience working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. Cheryl offers a range of financial services, including financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SAN DIEGO CA)
NY
07/23/1999 - 08/23/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/06/1997 - 07/26/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MN
10/05/1992 - 10/07/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/05/1992 - 10/03/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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