Cheryl S. Perkins
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 Schoppe Perkins, who also goes by C VIlate Rogers, Cheryl Rogers, Cheryl Vilate, was a registered financial professional .
Cheryl is a previously registered financial professional and started their career in finance in 1993. Cheryl had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 23, 2005 - February 2, 2017
MORETON CAPITAL MARKETS, LLC
May 25, 2004 - February 17, 2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
May 25, 2004 - February 17, 2005
OSAIC FA, INC.
May 5, 2003 - May 11, 2004
EAGLE GATE SECURITIES, INC.
October 12, 2001 - May 29, 2003
WELLS FARGO INVESTMENTS, LLC
July 1, 1999 - October 12, 2001
WELLS FARGO SECURITIES, LLC
December 8, 1993 - July 1, 1999
FIRST SECURITY INVESTOR SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MORETON CAPITAL MARKETS, LLC
CRD#: 132643 / SEC#: , 8-66620
Contact information
FINRA licenses (39 States and Territories)
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.
