Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Wilson is a financial advisor with over 20 years of experience in the industry. Cheryl holds Series 7 and Series 63 licenses and is also a Certified Financial Planner. Cheryl is currently registered with USAA Investment Services Co., but previously worked at Edward Jones, Merrill Lynch, and USAA Financial Advisors, Inc. Cheryl has worked in the Phoenix, Arizona area for most of her career.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
AZ
12/15/2022 - Present
Usaa Investment Services Co. (Cave Creek AZ)
AZ
02/11/2009 - 06/18/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
10/07/2002 - 01/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
MO
04/20/1999 - 09/16/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 10/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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