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Cheryl A. Clark

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CRD#: 1000954
CC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cheryl Ann Clark, who also goes by Cherly Ann Clark, Cheryl Shreeves Clark, Cheryl Ann Shreeves, was a registered financial professional .

Cheryl is a previously registered financial professional and started their career in finance in 1981. Cheryl had worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cherly Ann Clark | Cheryl Shreeves Clark | Cheryl Ann Shreeves

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 16, 2013 - September 18, 2014

SMITH HAYES ADVISERS INC

RIA
CRD#: 110776
LINCOLN, NE
Past

September 5, 2013 - September 18, 2014

SMITH HAYES FINANCIAL SERVICES CORPORATION

BD
CRD#: 17059
OMAHA, NE
Past

January 16, 2013 - September 12, 2013

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA
CRD#: 611
OMAHA, NE
Past

February 10, 2012 - September 12, 2013

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE
Past

March 3, 2011 - December 2, 2011

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

March 3, 2009 - April 28, 2009

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL
Past

May 15, 2000 - January 10, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
AIKEN, SC
Past

June 1, 1998 - January 10, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
AIKEN, SC
Past

August 26, 1981 - June 8, 1998

KFS BD, INC.

BD
CRD#: 490
OMAHA, NE

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/18/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 11/19/1996
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


SH
SMITH HAYES ADVISERS INC
SMITH HAYES | SMITH HAYES ADVISERS INC

CRD#: 110776 / SEC#: 801-56902

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Contact information


Main Address
200 Centre Terrace 1225 L Street, Suite 200, Lincoln, NE 68508
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SMITH HAYES ADVISERS, INC. FIRM BROCHURE (5/6/2016)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SMITH HAYES ADVISERS INC

CRD#: 110776

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