Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl D. Callahan is an active Registered Representative and Investment Advisor Representative with Hightower Advisors, LLC. Cheryl has over 20 years of experience in the financial industry. She is a registered in Nevada and holds Series 7, 9, 10, 24, 63 and 66 licenses. Previously, Cheryl worked as a financial advisor at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cheryl specializes in financial planning, portfolio management for individuals and businesses, and selection of other 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.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NV
06/30/2014 - Present
Hightower Advisors, LLC (HENDERSON NV)
NV
11/14/2008 - 06/25/2014
UBS FINANCIAL SERVICES INC. (LAS VEGAS NV)
NV
03/04/2005 - 11/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
NJ
05/26/2000 - 06/03/2003
STATE DISCOUNT BROKERS, INC. (BEDMINSTER NJ)
BOTH
Issued 10/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 03/31/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/23/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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