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Cheryl J Bachara

CRD# 2202693·Registered 2010 - 2015
Previously Registered: Being a previously registered professional could mean that Cheryl 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.

Professional Summary

Cheryl J Bachara, who also goes by Cheryl Begley, was a registered financial advisor. Cheryl was a previously registered financial professional and started their career in finance 2010 - 2015. Cheryl had worked at 1 firm and has passed the Series 65, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Cheryl Begley

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

34 years in the financial services industry

Current & Past Employments

CHEEVERS & COMPANY, LLC·CRD# 31312
BD
Chicago, IL
June 2, 2010 - May 27, 2015

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Current Firm

C&
CHEEVERS & COMPANY, LLC

CHEEVERS & CO | CHEEVERS AND COMPANY, INCORPORATED | CHEEVERS & COMPANY, LLC | CHEEVERS & COMPANY INC. | CHEEVERS & CO., INC.

CRD#: 31312 / SEC#: 8-29716
BD
Terminated by SEC on 07/21/2017

Contact Information

Established

Illinois since 12/31/2016

Firm Type

Limited Liability Company

Fiscal Year End

December

Documents

Direct owners and executive officers

NamePositionCRD#
PENSERRA FINANCIAL VENTURES, LLCOWNER—
MADRIGAL, GEORGECHIEF EXECUTIVE OFFICER3204950
PETERSON, RYAN L.CCO5640224
SCHMILINSKY, GEORGE AL JRFINOP2544599

Disclosures

Regulatory Event

5

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1991About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed May 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2010About the Series 7 exam

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CRS (Client Relationship Summary)

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

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