Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl McCarson is a registered investment advisor representative with Sanctuary Advisors, LLC. Cheryl has been in the financial services industry since 2006. Prior to joining Sanctuary Advisors, LLC, Cheryl worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Transamerica Capital, Inc. Cheryl holds the Series 6, Series 7 and Series 66 licenses. Cheryl is a licensed investment advisor in Texas. Cheryl's professional experience includes providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/25/2021 - Present
Sanctuary Advisors, LLC (Ft. Worth TX)
TX
08/22/2011 - 06/29/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
CO
09/27/2006 - 05/17/2010
TRANSAMERICA CAPITAL, INC. (DENVER CO)
BOTH
Issued 10/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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