Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Digiacomo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Cheryl has over 30 years of experience in the financial services industry. Cheryl holds Series 7 and Series 63 licenses and is registered with the state of Florida. Cheryl is a member of the Financial Industry Regulatory Authority (FINRA). Cheryl has experience providing financial advice to individuals, businesses, and institutions. Cheryl specializes in portfolio management, financial planning, and retirement planning. Cheryl has worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Cheryl is dedicated to helping 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.
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
FL
05/17/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NAPLES FL)
FL
06/01/2009 - 05/26/2011
MORGAN STANLEY SMITH BARNEY (NAPLES FL)
FL
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NAPLES FL)
MD
02/02/1995 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
01/10/1995 - 02/01/1995
LEGG MASON WOOD WALKER, INCORPORATED
NY
08/20/1987 - 01/31/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative 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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