Unclaimed
Cheryl Smith is a financial advisor who has been in the industry since May 2008. Cheryl is registered with PFS Investments Inc. in Michigan and Georgia and has a Series 6 and Series 63 license. Cheryl is also licensed to sell variable contracts and investment company products. Cheryl is committed to providing her clients with the highest level of service and expertise. She works with individuals and corporations to help them achieve their financial goals.
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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MI
05/12/2008 - Present
PFS Investments Inc. (SOUTHFIELD MI)
BC
Issued 05/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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