Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Allan has been in the financial services industry since July 1988. She is currently registered with Oppenheimer & Co. Inc. in Grand Blanc, MI. Cheryl has a wide range of experience in the financial services industry. She holds several licenses and registrations, including Series 7, 9, 10, 63, 66, and SIE. Cheryl has a long history of working with a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. She has expertise in financial planning, portfolio management, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MI
06/26/2017 - Present
Oppenheimer & Co. Inc. (GRAND BLANC MI)
MI
07/20/1988 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
BOTH
Issued 06/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/25/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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