Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Dieda Rebottaro is a financial advisor with Edward Jones. Cheryl has been in the financial services industry since 2004. Cheryl holds the Series 7, Series 31, and Series 66 licenses. Cheryl is registered with the state of Texas as an Investment Advisor Representative. Previously, Cheryl worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Cheryl is active in the financial services industry and has a wide range of experience in providing financial advice. Cheryl is dedicated to helping her clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
01/09/2019 - Present
Edward Jones (SCOTTS VALLEY CA)
CA
06/01/2009 - 09/22/2010
MORGAN STANLEY SMITH BARNEY (SANTA CRUZ CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SANTA CRUZ CA)
CA
08/02/2004 - 04/02/2007
MORGAN STANLEY DW INC. (SANTA CRUZ CA)
BOTH
Issued 08/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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