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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 Keilman is an Investment Advisor Representative at Wells Fargo Clearing Services, LLC. Cheryl has been in the industry for 10 years. Cheryl is registered with the state of California as both a broker-dealer and investment advisor. Cheryl is also registered with FINRA. Cheryl has offices in both Corte Madera, CA and Tarpon Springs, FL. Cheryl's office in Corte Madera, CA is located at 770 Tamalpais Dr Ste 220. Cheryl's office in Tarpon Springs, FL is located at 101 Federal Pl Ste 101. Cheryl is a licensed professional and has passed the Series 7, Series 66 and SIE exams. Cheryl has specialized in the following areas: Portfolio Management for Individuals, Financial Planning, Pension Consulting and Selection of Other Advisors. Cheryl also provides Investment Consulting Services to Institutional Clients. Cheryl's clients include individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CA
12/17/2018 - Present
Wells Fargo Clearing Services, LLC (CORTE MADERA CA)
BOTH
Issued 12/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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