Cheryl Steiner (CRD# 5215222) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Millersburg, OH and has over 17 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 5279491
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Millersburg, OH | May 2017 - Current | 6 |
| Cetera Investment Services LLC | St. Cloud, MN | May 2017 - Current | 6 |
| The Commerical And Savings Bank | Millersburg, OH | May 2017 - Current | 6 |
| Pnc Investments | Wooster, OH | Mar 2010 - Apr 2017 | 7 |
| Pnc Bank, N.a. | Wooster, OH | Nov 2009 - Apr 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- OH
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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