Unclaimed
Cheryl Jeanne Thayer is a financial advisor with Wells Fargo Advisors Financial Network, LLC, where she has been working since June 2023. She has over three years of experience in the financial services industry. Cheryl Jeanne Thayer holds the Series 7TO and SIE licenses. She has a strong track record of providing financial advice to individuals, businesses, and institutions.
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
NJ
06/29/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WYCKOFF NJ)
NJ
11/12/2020 - 06/21/2023
LPL FINANCIAL LLC (PARAMUS NJ)
NJ
08/14/2020 - 10/30/2020
MORGAN STANLEY (PARAMUS NJ)
BC
Issued 08/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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