Unclaimed
Cheryl Langston is an investment advisor representative with Edelman Financial Engines. Cheryl is a Certified Financial Planner and has over 25 years of experience in the financial services industry. Cheryl provides financial planning and portfolio management services to individuals, families, and businesses. Cheryl also holds a Series 7 and Series 66 license.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
10/11/2022 - Present
Edelman Financial Engines (ASHBURN VA)
VA
01/02/2018 - 10/04/2019
BB&T SECURITIES, LLC (MCLEAN VA)
VA
06/19/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (STERLING VA)
VA
08/02/2012 - 06/13/2017
USAA FINANCIAL ADVISORS, INC. (Vienna VA)
NC
11/10/2009 - 07/09/2012
BB&T INVESTMENT SERVICES, INC. (PINEHURST NC)
IL
12/08/1998 - 07/13/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
11/12/1998 - 11/25/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
OH
01/20/1998 - 11/18/1998
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
08/18/1995 - 10/13/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
06/16/1995 - 08/24/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
TX
11/01/1994 - 07/05/1995
AFS BROKERAGE, INC. (AUSTIN TX)
BOTH
Issued 12/04/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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