Unclaimed
Jeffrey Cherry is a financial advisor in Fort Walton Beach, FL. Jeffrey is registered to provide investment advice in Florida. Jeffrey is affiliated with Slagle Financial, LLC, a registered investment advisor firm. Jeffrey has been a financial professional since 1998 and has experience in the financial services industry for over 20 years.
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.
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.
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2
FL
09/28/2022 - Present
Slagle Financial, LLC (Fort Walton Beach FL)
VA
07/10/1998 - 06/02/1999
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
Issued 11/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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