Unclaimed
Cheryl Dawn Hurne is a registered representative with Raymond James Financial Services Advisors, Inc. and has been in the industry since April 2005. Cheryl is based out of Fresno, California. Cheryl has experience with UBS Financial Services Inc. and Raymond James Financial Services, Inc. Cheryl has passed the Series 66, SIE and Series 7 exams.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
07/10/2024 - Present
Raymond James Financial Services Advisors, Inc. (Fresno CA)
CA
04/19/2005 - 08/08/2024
UBS FINANCIAL SERVICES INC. (MERCED CA)
BOTH
Issued 01/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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