Unclaimed
Cheryl Lesley Deknatel is an investment advisor representative with Noesis Capital Management Corp. Cheryl has been in the industry for over 20 years, with experience at various financial institutions including Morgan Stanley. Cheryl has a Series 63, 65, 7, 3, 31 and 24 licenses. Cheryl is also a Certified Financial Planner. Noesis Capital Management Corp. is an independent investment advisory firm located in Boca Raton, Florida. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. The firm has over $700 million in assets under management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
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.
1
2
FL
03/18/2013 - Present
Noesis Capital Management Corp. (BOCA RATON FL)
CT
06/01/2009 - 10/17/2012
MORGAN STANLEY (ESSEX CT)
CT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ESSEX CT)
NY
05/02/2002 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
08/18/1998 - 11/01/2002
MAHLER & EMERSON INC. (NEW YORK NY)
NY
09/22/2000 - 01/04/2002
KEMPEN & CO U.S.A., INC. (NEW YORK NY)
NY
05/20/1998 - 09/21/2000
BREAN MURRAY & CO., INC. (NEW YORK NY)
NY
11/29/1991 - 03/06/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/24/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1991
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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