Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Palmiter-ekaitis is a financial advisor with over 20 years of experience in the financial services industry. Cheryl is registered with UBS Financial Services Inc. and has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cambridge Investment Research, Inc. and other financial institutions. Cheryl's registrations include the Series 6, 7, 9, 10, 24, 63 and 66 licenses and provides financial planning, portfolio management and investment advice to individuals, businesses and institutions. Cheryl also provides educational seminars and publication of periodicals.
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.
See schedule d - miscellaneous
1
2
OK
06/17/2019 - Present
UBS Financial Services Inc. (TULSA OK)
OK
02/04/2019 - 02/21/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (TULSA OK)
OK
10/23/2017 - 11/28/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
OK
04/18/2007 - 10/27/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TULSA OK)
MO
02/07/2002 - 08/24/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (KANSAS CITY MO)
MN
07/09/2001 - 08/02/2001
JONES & BABSON, INC. (MINNEAPOLIS MN)
NJ
04/04/2000 - 05/25/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
MO
04/07/1997 - 12/20/1999
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 11/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 11/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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