Unclaimed
Cheryl Wenzel is a financial advisor with PFS Investments Inc. Cheryl is registered with the state of Indiana. Cheryl has been in the financial industry since April 2022 and has passed the Series 63, Series 6TO and SIE exams. Cheryl specializes in providing financial advice to individuals.
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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IN
04/07/2022 - Present
PFS Investments Inc. (VALPARAISO IN)
BC
Issued 08/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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