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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 C Wong is a financial advisor with Morgan Stanley, located in San Jose, CA. Cheryl has been a registered representative for over 25 years and holds a Series 7, Series 63 and Series 65 license. Cheryl is a registered investment advisor representative and holds a current license in 28 states, including California, Texas, Arizona, Colorado, Florida, Hawaii, Idaho, Iowa, Kansas, Maryland, Michigan, Minnesota, Mississippi, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Utah, Washington, and Wisconsin. Cheryl is experienced in portfolio management for individuals, investment companies, and businesses. Cheryl also provides financial planning services to individuals, families, and small businesses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
10/31/2023 - Present
Morgan Stanley (San Jose CA)
CA
05/25/2000 - 11/14/2011
COMERICA SECURITIES (SAN JOSE CA)
CA
03/24/2000 - 05/24/2000
TAKE CHARGE FINANCIAL (LOS GATOS CA)
MI
06/23/1998 - 03/13/2000
COMERICA SECURITIES (DETROIT MI)
NY
02/27/1997 - 06/10/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/20/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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