Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Johnson is a financial advisor with Osaic Wealth, Inc. in Andover, MA. Cheryl has been a financial advisor since 2011 and has experience in various financial services firms, including NYLIFE SECURITIES LLC, LOOMIS SAYLES DISTRIBUTORS, L.P., NEW ENGLAND FUNDS, L.P., and NEW ENGLAND SECURITIES. Cheryl holds several licenses, including Series 6, 7, 63, 65, and SIE, and is registered in Massachusetts. Cheryl focuses on providing financial advice and services to individuals, corporations, businesses, high net worth individuals, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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
MA
05/03/2024 - Present
Osaic Wealth, Inc. (ANDOVER MA)
MA
03/25/2009 - 11/08/2011
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
05/19/1998 - 05/03/1999
LOOMIS SAYLES DISTRIBUTORS, L.P. (BOSTON MA)
MA
04/18/1994 - 12/20/1996
NEW ENGLAND FUNDS, L.P. (BOSTON MA)
NY
06/16/1988 - 04/18/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
02/26/1987 - 04/05/1988
KIDDER, PEABODY & CO. INCORPORATED
BC
Issued 06/28/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/03/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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