Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Tucker-refregier is a financial advisor with over 25 years of experience in the industry. Currently, Cheryl is registered with Wells Fargo Clearing Services, LLC and provides investment advisory services to both individuals and businesses. Cheryl's previous experience includes roles at Fifth Third Securities, Inc., UBS Financial Services Inc., LPL Financial LLC, Northwestern Mutual Investment Services, LLC, Pruco Securities Corporation, Robert W. Baird & Co. Incorporated, and Raymond James & Associates, Inc. Cheryl specializes in providing financial planning, portfolio management, and investment consulting services.
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
FL
06/16/2016 - Present
Wells Fargo Clearing Services, LLC (NAPLES FL)
FL
02/07/2014 - 06/09/2016
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
FL
01/24/2012 - 01/31/2014
UBS FINANCIAL SERVICES INC. (FORT MYERS FL)
FL
03/10/2005 - 08/29/2011
LPL FINANCIAL LLC (BONITA SPRINGS FL)
WI
06/02/2004 - 10/14/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NJ
02/28/2003 - 04/30/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
WI
04/17/2000 - 09/04/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
FL
07/31/1999 - 04/15/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
RI
05/06/1994 - 09/10/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 03/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1994
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Cheryl Tucker-refregier is the right advisor for you? Invested Better is here to help.
