Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Denise Richardson is a registered representative with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc.. Cheryl has been in the financial industry since February 2007. Cheryl is licensed in Florida. Raymond James & Associates, Inc. is an independent broker-dealer and investment advisor registered with the Securities and Exchange Commission (SEC). Raymond James Financial Services Advisors, Inc. is a registered investment advisor. Cheryl's prior experience includes working with T. Rowe Price Investment Services, Inc. Fidelity Brokerage Services LLC and Carillon Investments, Inc..
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.
Please see note in schedule d - miscellaneous
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
FL
01/08/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
MD
05/19/2023 - 12/12/2023
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
FL
07/10/2019 - 04/27/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
02/10/2009 - 07/15/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
KY
01/01/2008 - 06/06/2008
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
12/19/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
OH
11/15/2002 - 07/08/2004
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
BOTH
Issued 06/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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