Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl McCarthy is a financial advisor with Gradient Investments, LLC. Cheryl has worked in the financial services industry for over 20 years and has a strong background in investments and financial planning. Cheryl also has a strong background in accounting and tax. Cheryl is dedicated to providing clients with personalized financial advice and guidance. She is committed to helping clients reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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FL
10/22/2024 - Present
Gradient Investments, LLC (New Port Richey FL)
FL
08/06/2013 - 12/31/2018
GRADIENT SECURITIES, LLC (NEW PORT RICHEY FL)
FL
01/19/2011 - 08/06/2013
SECURITIES SERVICE NETWORK, INC. (TRINITY FL)
FL
01/17/2007 - 01/28/2011
PRIME CAPITAL SERVICES, INC. (TRINITY FL)
FL
02/23/2004 - 02/14/2007
ING FINANCIAL PARTNERS, INC. (HOLIDAY FL)
FL
10/16/2002 - 05/01/2003
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
07/02/2002 - 09/25/2002
1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)
TX
05/24/2001 - 06/07/2001
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/24/2001 - 06/07/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 06/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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