Cherie Jolly
- Role
- Chief Compliance Officer at Dynamic Advisor Solutions
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Cherie Jolly
I have extensive knowledge and passion for creating and maintaining effective compliance…
Experience
Chief Compliance Officer
Nov 2016 — Present
As Chief Compliance Officer for Dynamic Wealth Advisors, I work with our management team, associates and affiliated advisors to ensure that our Policies and Procedures are effective and that the firm has a strong Compliance Program and culture. We work together to educate, train and assist associates and advisors to ensure we are compliant with all industry regulations. In addition, I oversee the Compliance services provided by Dynamic Wealth Advisors to other registered investment advisors. Our goal is to maximize today\'s extraordinary opportunity to become the leading fiduciary based firm to support independent fee based financial advisors by delivering robust middle offices services, investment management solutions, full service compliance solutions and practice development programs.
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