Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Persons is a financial advisor with over 20 years of experience in the industry. She currently works at Frost Investment Services in the Austin, Texas area. Cheryl has held various positions at leading financial institutions, including PNC Investments, BBVA Securities Inc., and BBVA Compass Investment Solutions, Inc. She is committed to providing clients with tailored financial solutions and strategies to help them achieve their financial goals. Cheryl holds a variety of licenses and certifications, including Series 7, 63, 65, 52TO, and 24. Cheryl provides financial planning services to individuals, businesses and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/26/2024 - Present
Frost Investment Services (AUSTIN TX)
TX
09/03/2021 - 07/25/2024
PNC INVESTMENTS (Austin TX)
TX
05/16/2013 - 08/27/2021
BBVA SECURITIES INC. (AUSTIN TX)
TX
02/03/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (AUSTIN TX)
TX
12/21/2007 - 05/29/2008
COMPASS BROKERAGE, INC. (RICHARDSON TX)
AL
10/23/2003 - 02/03/2006
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
MA
12/16/2002 - 10/13/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/16/2002 - 10/13/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
SC
01/26/2000 - 06/06/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
10/15/1998 - 12/14/1999
BANK UNITED SECURITIES CORP. (HOUSTON TX)
MI
01/30/1997 - 10/14/1998
COMERICA SECURITIES (DETROIT MI)
IA
Issued 11/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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