Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Rowan is a registered Investment Advisor Representative with Rockefeller Financial LLC, headquartered in New York. Cheryl has been in the industry since 1988 and has a broad range of experience, having worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. prior to her current role. Cheryl holds several licenses including Series 63, 65, 7, 24, and 86/87.
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.
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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NJ
03/06/2019 - Present
Rockefeller Financial LLC (HAMILTON NJ)
NJ
03/22/1988 - 03/04/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
IA
Issued 10/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/14/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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