Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Conner is a financial advisor with over 24 years of experience in the financial services industry. Cheryl is currently registered with Avantax Investment Services, Inc. in Texas and with Cetera Financial Specialists LLC, Cetera Advisors LLC, Cetera Investment Services LLC, and Cetera Advisor Networks LLC in California. Cheryl holds Series 6, 7, 24 and 63 licenses.
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.
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.
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2
TX
05/22/2024 - Present
Avantax Investment Services, Inc. (DALLAS TX)
CA
01/21/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
01/21/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
03/06/2015 - 12/31/2016
LEGEND EQUITIES CORPORATION (El Segundo CA)
CA
01/21/2015 - 11/08/2016
INVESTORS CAPITAL CORP. (EL SEGUNDO CA)
CA
03/06/2015 - 12/23/2015
J.P. TURNER & COMPANY, L.L.C. (El Segundo CA)
CA
03/15/2004 - 08/02/2010
ING FINANCIAL PARTNERS, INC. (EL SEGUNDO CA)
BC
Issued 11/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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