Unclaimed
Cheryln Honce is a registered representative with Morgan Stanley and has been in the industry since 1982. Cheryln previously worked at WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY & CO., INCORPORATED, MORGAN STANLEY DW INC. and OPPENHEIMER & CO., INC. Cheryln holds the Series 7 and SIE licenses. Cheryln's office is located at 414 Main Street, Suite 101 in Port Jefferson, NY.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/09/2021 - Present
Morgan Stanley (Port Jefferson NY)
NY
09/07/2007 - 03/02/2021
WELLS FARGO CLEARING SERVICES, LLC (PORT JEFFERSON NY)
NY
04/02/2007 - 09/10/2007
MORGAN STANLEY & CO., INCORPORATED (MELVILLE NY)
NY
09/15/1994 - 04/02/2007
MORGAN STANLEY DW INC. (MELVILLE NY)
NA
08/29/1985 - 08/19/1994
OPPENHEIMER & CO., INC.
NY
12/21/1981 - 08/19/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
05/21/1985 - 08/06/1985
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Cheryln Honce is the right advisor for you? Invested Better is here to help.