Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Weldy Fainelli is a financial advisor registered with Osaic Wealth, Inc. Cheryl has been in the financial industry for over 2 years. Cheryl is licensed to provide financial advice in Florida. Cheryl is currently providing financial advisory services to clients through Osaic Wealth, Inc. Cheryl holds the Series 66, Series 7TO and SIE licenses. Cheryl is a Director of the USF Alumni Association, Sarasota-Manatee Alumni Chapter and is also a Director of the Marjorie G. Kinnan School Advisory Council. Cheryl is a notary public and has experience working as a support staff at Park L. Weldy DMD, PA. Cheryl is also active in the local community and supports various charities and non-profit organizations.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/08/2024 - Present
Osaic Wealth, Inc. (BRADENTON FL)
FL
06/01/2022 - 12/18/2023
THE INVESTMENT CENTER, INC. (SARASOTA FL)
BOTH
Issued 10/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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