Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Kelley is a financial advisor with over 25 years of experience in the financial industry. She is registered with Cambridge Investment Research Advisors, Inc. in Tennessee and Texas and holds Series 6, 7, 63, and 65 licenses as well as the SIE. Cheryl is also a Certified Financial Planner (CFP®) and a member of various industry organizations. She provides financial planning services to a wide range of clients, including individuals, families, and businesses. Cheryl's expertise is in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Cheryl has been with Cambridge Investment Research Advisors, Inc. since 2005. Prior to that, she was with FFP Securities, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States.
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
TN
01/03/2013 - Present
Cambridge Investment Research Advisors, Inc. (GERMANTOWN TN)
MO
06/02/2000 - 05/07/2004
FFP SECURITIES, INC. (CHESTERFIELD MO)
NY
01/30/1996 - 06/29/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/30/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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