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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Garcia Salerno is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Cheryl has been in the financial services industry since 2014. She has experience with First Citizens Investor Services, Inc. and J.P. Morgan Securities LLC. Cheryl has a combined Series 66 and Series 7TO licenses as well as a Series 63 license. Her clients include individuals, corporations, trusts, and investment companies. Cheryl is also a business signer for the firm's Vitamen and Supplement Store. She specializes in working with clients on financial planning, portfolio management, and pension consulting. Cheryl currently is registered in the state of North Carolina and is an approved Investment Advisor Representative.
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.
Investment consulting services to institutional clients
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
NC
10/12/2023 - Present
Wells Fargo Clearing Services, LLC (CONCORD NC)
NC
04/20/2017 - 10/16/2023
FIRST CITIZENS INVESTOR SERVICES, INC. (Concord NC)
FL
06/27/2014 - 08/06/2015
J.P. MORGAN SECURITIES LLC (WESTON FL)
BOTH
Issued 10/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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