Unclaimed
Cheryl Lynn Germany-higgins is a registered investment advisor representative with Lasalle ST. Investment Advisors, LLC. Cheryl has been in the industry since 1998 and has experience providing financial advice to individuals, corporations, and pension plans. Cheryl has been with the current firm since 2008. The firm's main office is located in Elmhurst, IL. Cheryl has a branch office in Tyler, TX. Cheryl is registered with the state of Texas and holds Series 6, 7, 63, and 66 securities licenses and the SIE exam.
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.
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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2
TX
02/28/2019 - Present
Lasalle ST. Investment Advisors, LLC (TYLER TX)
TX
07/06/2005 - 08/04/2008
CHASE INVESTMENT SERVICES CORP. (TYLER TX)
IL
05/14/1998 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 04/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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