Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Hester Guy is a financial advisor in Raleigh, North Carolina. She has been in the financial services industry since 2000. Cheryl is currently registered with Cuso Financial Services, LP. Previously, she worked at PNC Investments, BB&T Investment Services, Inc., LPL Financial Corporation, Wells Fargo Advisors, LLC, and BB&T Investment Services, Inc.. She holds FINRA Series 6, 7, 63 and SIE licenses and has specializations in 1, 2, 3, 4, 5, and 6. Cheryl is a specialist in helping individuals and families with their financial planning needs. She also provides portfolio management services for individuals and businesses.
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
NC
07/05/2017 - Present
Cuso Financial Services, LP (RALEIGH NC)
NC
11/02/2012 - 06/20/2017
PNC INVESTMENTS (FAYETTEVILLE NC)
NC
03/17/2010 - 10/22/2012
BB&T INVESTMENT SERVICES, INC. (RAEFORD NC)
NC
08/21/2009 - 03/08/2010
LPL FINANCIAL CORPORATION (FAYETTEVILLE NC)
NC
10/20/2004 - 08/25/2009
WELLS FARGO ADVISORS, LLC (FAYETTEVILLE NC)
NC
06/02/2000 - 03/31/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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