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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Burress is a financial advisor registered with Ameriprise Financial Services, LLC and has been working in the financial services industry since November 2004. Cheryl's expertise includes providing financial planning, asset allocation services, pension consulting, and portfolio management for individuals and businesses. Cheryl is registered with the Securities and Exchange Commission and the state of Kentucky. Cheryl is also a registered Investment Advisor. Cheryl is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KY
05/15/2019 - Present
Ameriprise Financial Services, LLC (LOUISVILLE KY)
KY
02/27/2017 - 05/13/2019
U.S. BANCORP INVESTMENTS, INC. (LOUISVILLE KY)
KY
11/17/2004 - 03/02/2017
WADDELL & REED (LOUISVILLE KY)
IA
Issued 04/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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