Unclaimed
Cheryl Lunowa alkhaldi is a financial professional with over 14 years of experience in the industry. Cheryl is currently registered with Kestra Investment Services, LLC and holds the Series 6 and Series 63 licenses as well as the SIE exam. Prior to her current role, Cheryl was registered with WORLD GROUP SECURITIES, INC. in Menomonee Falls, WI. Cheryl is licensed to conduct business in Wisconsin.
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.
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.
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2
WI
03/09/2009 - Present
Kestra Investment Services, LLC (Wauwatosa WI)
WI
02/26/2007 - 04/30/2007
WORLD GROUP SECURITIES, INC. (MENOMONEE FALLS WI)
BC
Issued 10/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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