Cheri K. Degeare
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.
Cheri Kay Degeare, who also goes by Cheri K Fisher, Cheri Kay Fisher, Cheri Kay Zastrow, was a registered financial professional .
Cheri is a previously registered financial professional and started their career in finance in 1994. Cheri had worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 2, 2018 - December 31, 2020
CUTTER & COMPANY, INC.
September 25, 2008 - June 1, 2018
J.J.B. HILLIARD, W.L. LYONS, LLC
January 1, 2008 - October 15, 2008
WELLS FARGO CLEARING SERVICES, LLC
January 25, 1999 - January 3, 2008
A. G. EDWARDS & SONS, INC.
January 1, 1998 - January 14, 1999
BANC OF AMERICA INVESTMENT SERVICES, INC.
August 13, 1997 - January 1, 1998
NATIONSSECURITIES
December 23, 1994 - August 13, 1997
BOATMEN'S INVESTMENT 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
CUTTER & COMPANY, INC.
CRD#: 22449 / SEC#: 801-62329, 8-39590
Contact information
Regulatory assets under management
| Total Number of Accounts | 2,368 |
| AUM (Assets Under Management) | $ 937,030,989 |
Disclosures
| Arbitration | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/13/2025 | ||
| 12/19/2023 |
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.
