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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Wandmaker is an active investment advisor representative with Morgan Stanley. Cheryl is registered with the state of Minnesota and has been in the industry since July 24, 1992. Cheryl has passed several securities exams and has experience with a wide range of investment products. Cheryl previously worked with PIPER SANDLER & CO. Cheryl has a total of 55 approved state registrations and is currently working out of the Minneapolis, MN branch of Morgan Stanley.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
03/01/2024 - Present
Morgan Stanley (Minneapolis MN)
MN
11/21/1991 - 03/28/2023
PIPER SANDLER & CO. (MINNEAPOLIS MN)
BOTH
Issued 03/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/03/2008
Series 4 - Registered Options Principal Examination
BC
Issued 04/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 08/09/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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