Unclaimed
Cheryl Wichers is an investment advisor representative with over 20 years of experience in the financial services industry. Cheryl is a Registered Representative and Investment Advisor Representative, holding Series 66, 7, and 24 licenses. Cheryl is also a registered Investment Advisor in Washington State. Cheryl currently works with Russell Investments, a firm that provides investment management services for individuals, businesses, and institutions.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WA
11/22/2005 - Present
Russell Investments (SEATTLE WA)
BOTH
Issued 10/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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