Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Lidawer is an investment advisor representative at Fidelity Personal And Workplace Advisors, a registered investment advisor with a strong track record in financial planning and portfolio management. Cheryl has extensive experience in the financial services industry, having worked for various firms including Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A. G. Edwards & Sons, Inc. Cheryl is dedicated to providing personalized financial advice and guidance to help clients 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.
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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2
OH
01/11/2024 - Present
Fidelity Personal AND Workplace Advisors (SOLON OH)
OH
06/14/2019 - 07/26/2022
MORGAN STANLEY (Pepper Pike OH)
OH
10/21/2015 - 06/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEPPER PIKE OH)
OH
07/16/2009 - 11/04/2015
ADCAP SECURITIES LLC (SOLON OH)
OH
05/17/2006 - 06/22/2009
SOUTHWEST TEXAS CAPITAL, L.L.C (BEACHWOOD OH)
NJ
05/23/2003 - 05/23/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
10/12/1998 - 06/20/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MI
01/27/1986 - 09/15/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
08/22/1984 - 02/01/1985
LOWE & ASSOCIATES, INC.
BOTH
Issued 03/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/01/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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