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Stefanie Ann Cheatwood

J.w. Cole Financial, Inc.

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About Stefanie Ann Cheatwood

Stefanie Cheatwood is a financial advisor with over 25 years of experience in the industry. Stefanie is currently registered with J.w. Cole Financial, Inc. and holds Series 6, Series 7, and SIE licenses. Stefanie is a licensed advisor in Florida.

Firm Information

Stefanie Cheatwood is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Stefanie Cheatwood’s Registration & Firm History

FL

07/31/2009 - Present

J.w. Cole Financial, Inc. (HOBE SOUND FL)

FL

03/17/1995 - 08/03/2009

MUTUAL SERVICE CORPORATION (HOBE SOUND FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/16/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stefanie Ann Cheatwood.
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