Cheryl
Fineman
Dhody Investment Group
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About this Advisor
Cheryl Fineman is a financial advisor based in Miami Beach, Florida, working with Dhody Investment Group. Cheryl has previously held positions at Deutsche Bank Securities Inc, Raymond James & Associates, Inc, Lps Capital LLC, and Blue Investment Management, LLC. Cheryl has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Cheryl is part of Dhody Investment Group, which operates out of Miami Beach, Florida. The firm has 3 employees and manages assets totaling $230.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Dhody Investment Group includes asset-based and fixed fees.
Certifications and Registrations
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Dhody Investment Group Brokerage Details
$230,758,966
3
19
$12,145,209
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Cheryl Fineman Work History
Lps Capital LLC
Blue Investment Management, LLC
Raymond James & Associates, Inc
Deutsche Bank Securities Inc
Disclosures
Please visit the SEC profile of Cheryl Fineman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dhody Investment Group
Miami Beach, FL
Miami Beach, FL
Miami Beach, FL
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