Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Farmer is a registered Investment Advisor Representative with Mutual of Omaha Investor Services, Inc. Cheryl has been in the financial services industry since 2012 and holds a Series 65 license. Cheryl's primary office is located in Coral Gables, Florida. In addition to her role as a financial advisor, Cheryl also works as an insurance agent for Mutual of Omaha and several other insurance companies. Cheryl has experience in managing investment portfolios for both individuals and businesses. Cheryl also offers financial planning 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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
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FL
09/23/2019 - Present
Mutual OF Omaha Investor Services, Inc. (CORAL GABLES FL)
IA
Issued 09/19/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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