Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Wanamaker is a financial advisor with over 20 years of experience in the industry. Cheryl is currently registered with Osaic Wealth, Inc. and previously held registrations with Securities America, Inc., Investacorp, Inc., FSC Securities Corporation, and Advantage Capital Corporation. Cheryl's registrations include Series 63, SIE and Series 7. Cheryl specializes in providing financial planning and investment advice to individuals, corporations, and other businesses. Cheryl is committed to providing her clients with personalized financial solutions that meet their specific needs.
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.
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NY
06/14/2024 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NY
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (WILLIAMSVILLE NY)
NY
02/06/2019 - 07/17/2020
INVESTACORP, INC. (WILLIAMSVILLE NY)
NY
02/27/2009 - 08/08/2018
FSC SECURITIES CORPORATION (ORCHARD PARK NY)
NY
02/22/2008 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (WILLIAMSVILLE NY)
NY
10/31/2000 - 10/01/2007
ADVANTAGE CAPITAL CORPORATION (WILLIAMSVILLE NY)
BC
Issued 11/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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