Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Wakeham Flewelling is a financial advisor with over 25 years of experience in the industry. Cheryl is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous roles at LPL FINANCIAL LLC, WELLS FARGO ADVISORS, LLC, and A. G. EDWARDS & SONS, INC. Cheryl's career began on November 5, 1995. Cheryl holds Series 63, 66, 7, 9, 10, and SIE licenses. Cheryl is also a registered Investment Advisor Representative in Maine and Texas. Cheryl has an active registration in 28 states and the District of Columbia. Cheryl is a member of the United Way of Kennebec Valley, and currently serves as Treasurer and is a member of the Finance Committee and Executive Committee.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ME
08/01/2019 - Present
Raymond James Financial Services Advisors, Inc. (WATERVILLE ME)
ME
08/28/2009 - 01/24/2018
LPL FINANCIAL LLC (WATERVILLE ME)
ME
01/01/2008 - 09/10/2009
WELLS FARGO ADVISORS, LLC (WATERVILLE ME)
ME
11/06/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WATERVILLE ME)
BOTH
Issued 07/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/03/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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