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CM

Cheryl A. Mancik

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CRD#: 2596076
CM

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 Mancik, who also goes by Cheryl Ann Tomlinson, Cheryl Ann Welch, was a registered financial professional .

Cheryl is a previously registered financial professional and started their career in finance in 1995. Cheryl had worked at 14 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cheryl Ann Tomlinson | Cheryl Ann Welch

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

March 7, 2016 - October 8, 2018

FINTRUST BROKERAGE SERVICES, LLC

BD
CRD#: 41608
GREENVILLE, SC
Past

January 7, 2016 - December 31, 2017

CAPFINANCIAL SECURITIES, LLC.

BD
CRD#: 126291
RALEIGH, NC
Past

November 16, 2015 - May 2, 2017

GEM SECURITIES, LLC

BD
CRD#: 171344
BETHESDA, MD
Past

April 22, 2014 - September 22, 2014

CAPFINANCIAL SECURITIES, LLC.

BD
CRD#: 126291
RALEIGH, NC
Past

January 3, 2012 - September 23, 2014

CHURCHILL STATESIDE SECURITIES, LLC

BD
CRD#: 154603
ATLANTA, GA
Past

March 12, 2009 - September 29, 2014

FINTRUST BROKERAGE SERVICES, LLC

BD
CRD#: 41608
GREENVILLE, SC
Past

November 20, 2008 - December 31, 2011

1ST WORLDWIDE FINANCIAL PARTNERS, LLC

BD
CRD#: 132038
CUMMING, GA
Past

September 13, 2007 - March 23, 2009

LIHTC SECURITIES, LLC

BD
CRD#: 13178
ALTANTA, GA
Past

October 18, 2006 - April 30, 2007

CAPFINANCIAL SECURITIES, LLC.

BD
CRD#: 126291
RALEIGH, NC
Past

September 27, 2006 - October 20, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
RALEIGH, NC
Past

October 4, 2000 - November 4, 2004

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

May 10, 2000 - July 7, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

April 12, 1999 - September 13, 1999

PROTRADER SECURITIES L.P.

BD
CRD#: 35233
AUSTIN, TX
Past

December 24, 1998 - May 19, 1999

NEXA SECURITIES

BD
CRD#: 15621
PASADENA, CA
Past

August 31, 1998 - December 18, 1998

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

April 1, 1998 - July 21, 1998

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

April 18, 1995 - April 1, 1998

BARNETT INVESTMENTS, INC.

BD
CRD#: 14897
JACKSONVILLE, FL

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
RR
Series 63
Date: 9/16/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FB
FINTRUST BROKERAGE SERVICES, LLC
ATLANTIC CAPITAL SECURITIES, LLC | JSP SECURITIES, LLC | FINTRUST BROKERAGE SERVICES, LLC | ELLIOTT DAVIS BROKERAGE SERVICES, LLC | EDHJ BROKERAGE SERVICES, LLC

CRD#: 41608 / SEC#: , 8-49514

BD
Terminated by SEC on 05/30/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
North Carolina since 07/17/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
UNITED COMMUNITY BANKS, INC.MEMBER
FIALA, ANGELA MARIAFINOP/PFO/POO5163386
SMITHEY, VALERIE SPRESIDENT/CEO/CCO/ROSFP2630429

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


FINTRUST BROKERAGE SERVICES, LLC

CRD#: 41608

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