Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Kirsten is a financial advisor with over 28 years of experience in the industry. Cheryl is currently registered with Vanguard Advisers, Inc. as an Investment Advisor Representative in North Carolina and a Registered Representative in Texas. Previously, Cheryl has worked with several other firms including SunTrust Investment Services, Inc., TD Private Client Wealth LLC, UBS Financial Services Inc., Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cheryl is also a Certified Financial Planner.
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.
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.
1
2
NC
03/22/2021 - Present
Vanguard Advisers, Inc. (Charlotte NC)
FL
04/17/2017 - 07/01/2020
SUNTRUST INVESTMENT SERVICES, INC. (ST. PETERSBURG FL)
FL
01/28/2014 - 04/19/2017
TD PRIVATE CLIENT WEALTH LLC (FT. LAUDERDALE FL)
NJ
01/12/1995 - 03/19/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/22/1994 - 01/25/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/23/1989 - 06/03/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/20/1986 - 02/01/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 02/14/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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