Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Duda is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the financial services industry since 2016 and is licensed to provide investment advice in Illinois and Texas. Cheryl has also held positions with other financial institutions, including Grey & Co. and Morningside Asset Management. She is a Series 66 and Series 7TO licensed financial advisor, with expertise in a range of financial planning and investment services. Cheryl is committed to providing clients with personalized financial guidance and helping them reach 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
08/10/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
MN
04/18/2023 - 07/17/2023
VAN CLEMENS & CO. INCORPORATED (MINNEAPOLIS MN)
BOTH
Issued 05/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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