Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Lynn Wilczak is a financial advisor with over 23 years of experience in the financial services industry. Cheryl is registered with Stifel, Nicolaus & Company, Inc. in Grand Haven, Michigan. Cheryl is also registered as an Investment Advisor Representative in Michigan. Cheryl has held previous positions at firms such as Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, BANC OF AMERICA INVESTMENT SERVICES, INC., HARRIS INVESTOR SERVICES LLC, CITICORP INVESTMENT SERVICES, EDWARD JONES, BISYS FUND SERVICES LIMITED PARTNERSHIP, and INVESTMENT MANAGEMENT & RESEARCH, INC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
MI
04/25/2018 - Present
Stifel, Nicolaus & Company, Inc. (GRAND HAVEN MI)
IL
07/06/2005 - 07/29/2008
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
12/06/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
12/19/2003 - 07/14/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NJ
09/04/2002 - 11/19/2003
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
NY
04/10/2001 - 08/28/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MO
09/25/1998 - 02/21/2001
EDWARD JONES (ST. LOUIS MO)
ME
06/23/1997 - 08/05/1998
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
FL
06/07/1994 - 06/06/1997
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
IA
Issued 09/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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