Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loni? Claim Your ProfileLoni Ja-na' Cheeks is a financial advisor with over 2 years of experience in the industry. Loni has a Series 63, Series 6TO, and SIE licenses. Loni works with individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses. Loni is registered with the state of North Carolina and with FINRA as a registered representative of Tiaa-Cref Individual & Institutional Services, LLC.
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.
Helps you choose top advisors aligned with your 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.
Compensation from affiliates
1
2
NC
03/18/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 02/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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