Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Voss is a registered investment advisor representative with Cetera Investment Advisers LLC. She has been in the financial services industry since July 2004. Cheryl has passed the Series 63 and 65 examinations, as well as the SIE and Series 7 exams. Previously, she was a registered representative with Synovus Securities, Inc., where she provided investment advice to individuals and businesses. Cheryl also worked as a financial advisor for Synovus Bank. Cheryl’s current and previous employers are active in both the broker-dealer and investment advisor fields. Cheryl provides financial planning, investment management, and retirement planning services to individual and business clients.
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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2
LA
09/11/2018 - Present
Cetera Investment Advisers LLC (HOUMA LA)
AL
07/20/2004 - 09/04/2018
SYNOVUS SECURITIES, INC. (HUNTSVILLE AL)
IA
Issued 07/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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