Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Cole White is a financial professional with over 25 years of experience in the financial services industry. Cheryl has been registered with Wells Fargo Clearing Services, LLC since July 2003 and holds Series 7, 9, 10, 24, 31, and 63 licenses. Cheryl also holds the Series 65 license and has achieved the Certified Financial Planner designation. Prior to joining Wells Fargo, Cheryl worked at Prudential Securities Incorporated and Walnut Street Securities, Inc. Cheryl is committed to providing financial advice to individuals, families, and 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.
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.
Investment consulting services to institutional clients
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.
1
2
NC
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (CHAPEL HILL NC)
NY
04/15/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
07/15/1997 - 03/31/1998
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 06/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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