Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Lynnette Maddox is a financial advisor at Cambridge Investment Research Advisors, Inc. Cheryl has been working in the financial services industry since July 31, 2018. Cheryl has a Series 6, Series 63, and Series 65 license. Cheryl is registered in 14 states: Alabama, California, Colorado, Florida, Illinois, Maine, Michigan, New Mexico, Tennessee, Texas, Vermont, and Washington. Cheryl Maddox works in the Bradenton, FL office of Cambridge Investment Research Advisors, Inc. She provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and individuals, and other investment services.
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.
Solicitation fees from 3rd party money managers
1
2
FL
02/24/2020 - Present
Cambridge Investment Research Advisors, Inc. (Bradenton FL)
IA
Issued 03/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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