Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Lois Scout is a financial advisor at Beam Wealth Advisors, Inc. Cheryl has been in the financial services industry since 2001. Cheryl is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 31, and Series 66 securities licenses. Cheryl is also registered to provide investment advice in Florida, Georgia, and Texas. In addition to their registration with FINRA, Cheryl is also a Registered Investment Advisor (RIA). Cheryl has worked for several firms during her career, including Wells Fargo Advisors and Morgan Stanley DW Inc. Cheryl is committed to providing clients with personalized financial advice and guidance to help them 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.
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.
Estate planning
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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GA
06/11/2024 - Present
Beam Wealth Advisors, Inc. (Atlanta GA)
GA
03/01/2011 - 04/12/2018
WELLS FARGO CLEARING SERVICES, LLC (CUMMING GA)
CO
07/19/2005 - 12/09/2010
CHASE INVESTMENT SERVICES CORP. (COLORADO SPRINGS CO)
AZ
11/24/2003 - 08/11/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
09/05/2001 - 10/10/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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