Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Warren is a financial advisor with over 20 years of experience in the industry. Cheryl currently works at Alight Financial Solutions, LLC and has been with the firm since April 2019. Cheryl previously worked for LPL Financial LLC in Fort Mill, SC and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in Charlotte, NC. Cheryl holds the Series 6, Series 63 and SIE licenses and is registered to sell securities in 52 states.
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
NC
04/05/2019 - Present
Alight Financial Solutions, LLC (CHARLOTTE NC)
SC
12/05/2016 - 03/25/2019
LPL FINANCIAL LLC (FORT MILL SC)
NC
06/30/1998 - 01/05/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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