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CH

Cheryl K. Hameister

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CRD#: 2964017
CH

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 Kay Hameister, who also goes by Cheryl Kay Knorr, was a registered financial professional .

Cheryl is a previously registered financial professional and started their career in finance in 2001. Cheryl had worked at 7 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cheryl Kay Knorr

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 20, 2012 - January 22, 2013

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
APPLETON, WI
Past

March 6, 2012 - January 22, 2013

SII INVESTMENTS, INC.

RIA
CRD#: 2225
APPLETON, WI
Past

March 6, 2012 - January 22, 2013

INVESTMENT CENTERS OF AMERICA, INC.

RIA
CRD#: 16443
APPLETON, WI
Past

March 6, 2012 - January 22, 2013

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

January 12, 2012 - February 27, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
APPLETON, WI
Past

September 9, 2011 - February 27, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
APPLETON, WI
Past

August 17, 2009 - August 30, 2011

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
APPLETON, WI
Past

August 14, 2009 - August 30, 2011

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
APPLETON, WI
Past

November 13, 2008 - August 14, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
APPLETON, WI
Past

March 5, 2007 - November 2, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
APPLETON, WI
Past

November 13, 2001 - January 10, 2006

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

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: 11/26/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IC
INVESTMENT CENTERS OF AMERICA, INC.
FARWEST SECURITIES CORPORATION | INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443 / SEC#: 801-56410, 8-33983

BD
Terminated by SEC on 09/08/2018
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Contact information


Main Address
5555 W Grande Market Drive, Appleton, WI 54913-8403
Mailing Address
Phone number
Established
North Dakota since 01/24/1985
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

TERMINATED - ADV PART 2A APPENDIX 1 (3/29/2018)

Direct owners and executive officers


NamePositionCRD#
INVEST FINANCIAL CORPORATIONDIRECT OWNER12984
COLEMAN, CAREN LESLIEVP, NPH PRODUCT AND SPONSOR RELATIONS4298287
COLLINS, MAURA KATHRYNSVP/CFO NATIONAL PLANNING HOLDINGS4761732
DOWDEN, STEVEN HOWARDPRESIDENT AND CEO OF NPH2666894
GUNDERSON, GERRY ANPH GENERAL COUNSEL & SVP REGULATORY AFFAIRS2448501
HARRIS, BRADLEY OLANDIRECTOR6589930
KALINOWSKI, DAWN MARIESVP/COO2770565
KOMOSZEWSKI, JAMES ANTHONYPRESIDENT/CEO/DIRECTOR2833256
LAMBRECHTS, VANESSA MARIE RODRIGUEZVP, FINOP & CONTROLLER4800775
MCCALLOP, PATRICIA ANNNPH AND ICA SVP & CHIEF COMPLIANCE OFFICER5059176
MILLER, JAMES PETERNPH SVP OPERATIONS1955960

Disclosures


Regulatory Event5
Arbitration4
Bond3

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


INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

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