Unclaimed
Cheryl Cousino is a financial advisor with Cetera Investment Advisers LLC, with over 26 years of experience in the industry. Cheryl has a broad range of certifications and licenses including Series 6, 7, 24, 26, 51, 63, and 65, and is a Certified Financial Planner. Cheryl is also registered to provide investment advice in 37 states and the District of Columbia. Before joining Cetera Investment Advisers LLC, Cheryl was a financial advisor with Foresters Financial Services for over 20 years. Cheryl's focus is on helping individuals, families, and businesses achieve their financial goals. Cheryl is committed to providing personalized financial advice and guidance to her clients.
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
CA
06/19/2019 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
07/16/1997 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (SAN DIEGO CA)
IA
Issued 11/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/11/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cheryl Cousino is the right advisor for you? Invested Better is here to help.