Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Sharon Trent is a financial advisor with PFS Investments Inc. in Glen Cove, NY. Cheryl has over 18 years of experience in the financial services industry and has a strong track record of providing investment advice to individuals. Cheryl has a Series 6, Series 63 and SIE license. Cheryl is committed to helping clients achieve their financial goals through personalized financial planning and investment management.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
01/12/2023 - Present
PFS Investments Inc. (GLEN COVE NY)
NY
04/27/2004 - 12/31/2022
PFS INVESTMENTS INC. (GLEN COVE NY)
BC
Issued 05/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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