Unclaimed
Cheryl Dresser Dorko is a financial advisor with Centaurus Financial, Inc. Cheryl has been in the industry since 1998. Cheryl is registered to provide investment advice in Arizona, California, Oklahoma, Pennsylvania and Rhode Island. Cheryl is also registered as a securities agent in Arizona, California, Oklahoma, Pennsylvania and Rhode Island. Centaurus Financial, Inc. is an investment advisory firm that provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, portfolio management for pooled investment vehicles and other advisory services.
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.
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.
1
2
PA
08/10/2000 - Present
Centaurus Financial, Inc. (WYOMISSING PA)
CA
03/25/1998 - 03/18/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 11/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cheryl Dorko is the right advisor for you? Invested Better is here to help.