Unclaimed
Cheryl Myler is an investment advisor representative and registered in Colorado, having been in the industry since 2001. Cheryl has been with Raymond James & Associates, Inc. since 2018. Cheryl has a long history of experience in the financial industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wachovia Securities, Inc. Cheryl is qualified to provide investment advice and portfolio management for individuals and businesses, as well as financial planning services and educational seminars.
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.
Please see note in schedule d - miscellaneous
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
CO
01/19/2018 - Present
Raymond James & Associates, Inc. (DENVER CO)
CO
02/27/2003 - 01/22/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
MO
05/30/2001 - 02/11/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
CO
09/11/1995 - 01/01/1996
NEIDIGER, TUCKER, BRUNER, INC. (HIGHLANDS RANCH CO)
BOTH
Issued 05/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1995
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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