Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cherylann? Claim Your ProfileCherylann Munoz is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in New York, New York. Cherylann has been in the industry since June 24, 2005, and has held previous roles at J.P. Morgan Securities LLC, Citigroup Global Markets Inc., and Citicorp Investment Services. Cherylann is licensed to offer a range of financial products and services, including investment advisory services, securities, and insurance products.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
04/05/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
08/19/2013 - 04/10/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
02/17/2005 - 02/02/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/14/2000 - 04/13/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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