Cheryl Creuzot, financial advisor Houston TX

Cheryl Creuzot

CRD Number: 1336533
Current Firm: Wealth Development Strategies Investment Advisory, Inc.

Cheryl Creuzot (CRD# 1336533) is an Investment Advisor Representative working at Wealth Development Strategies Investment Advisory, Inc. in Houston, TX and has over 39 years of experience in the finance industry. Cheryl Creuzot has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Valmark Securities, Inc. Houston, TX Aug 2021 - Current 2
Valmark Advisers, Inc. Houston, TX Aug 2021 - Current 2
Wealth Development Strategies Investment Advisory, Inc. Houston, TX Jan 2003 - Current 21
Associates In Financial Planning Houston, TX Mar 1985 - Current 39
Penn Mutual Life Ins Co Houston, TX Mar 2007 - Aug 2021 14
Hornor Townsend And Kent, Inc. Houston, TX Mar 2007 - Aug 2021 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
Contact Info for Cheryl D. Creuzot
Phone Number: 832-582-0279
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

TX

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