Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl K. David is a financial advisor with Avantax Advisory Services, a registered investment advisor based in Dallas, Texas. Cheryl David is registered with the state of North Carolina as a Registered Representative and Investment Advisor Representative. Cheryl K. David has 20 years of experience in the financial services industry, with experience in the areas of estate planning, investment management, and insurance. Cheryl K. David has a law degree from an accredited law school, is a member of the North Carolina Bar, and is a member of the National Association of Estate Planners & Councils. Cheryl K. David works with individuals, families, and small businesses to help them 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NC
10/25/2019 - Present
Avantax Advisory Services (GREENSBORO NC)
NC
07/17/2003 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (GREENSBORO NC)
BOTH
Issued 08/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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