Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Blakey is an Investment Advisor Representative at Protection Point Advisors, a registered investment advisor based in Roseville, CA. Cheryl has been working in the financial services industry for over 10 years. Cheryl is a registered representative in California and Pennsylvania and holds a Series 6, Series 7, Series 63, and Series 66 licenses. Cheryl has experience in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and other investment advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Selection of other advisers fees
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2
CA
10/12/2023 - Present
Protection Point Advisors (ROSEVILLE CA)
SC
09/12/2019 - 10/03/2023
EAGLES COAST CAPITAL, LLC (CHARLESTON SC)
PA
02/27/2017 - 10/05/2018
SANTANDER SECURITIES LLC (KENNETT SQUARE PA)
PA
11/04/2015 - 02/17/2017
BB&T INVESTMENT SERVICES, INC. (WEST CHESTER PA)
PA
02/26/2014 - 11/03/2015
CETERA INVESTMENT SERVICES LLC (WEST CHESTER PA)
DE
09/25/2012 - 02/14/2014
MML INVESTORS SERVICES, LLC (NEW CASTLE DE)
BOTH
Issued 02/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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