Cheryl L. Clift
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 Lynn Clift, who also goes by Cheryl Lynn Beal, Cheryl Lynn Cercena, was a registered financial professional .
Cheryl is a previously registered financial professional and started their career in finance in 2003. Cheryl had worked at 3 firms and has passed the Series 66 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
October 19, 2010 - December 17, 2012
MUNROS CAPITAL MANAGEMENT, LLC
October 19, 2010 - January 14, 2014
STEWARD CAPITAL MANAGEMENT
April 7, 2003 - January 27, 2004
RAYMOND JAMES & ASSOCIATES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
Current Firm
MUNROS CAPITAL MANAGEMENT, LLC
CRD#: 143069 / SEC#: 801-67543
Contact information
Documents
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.
