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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 Lantz is a financial advisor with LPL Financial LLC, a firm headquartered in Fort Mill, South Carolina. Cheryl is located in Bend, Oregon. Cheryl has been in the financial industry since 1993 and has worked for several reputable firms including Edward Jones, LPL Financial Corporation, U.S. Bancorp Investments, Inc., Citigroup Global Markets Inc., and U.S. Bancorp Securities. Cheryl Lantz holds multiple licenses and designations including Series 66, Series 63, Series 10, Series 9, Series 24, SIE, and Series 7.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
01/22/2016 - Present
LPL Financial LLC (BEND OR)
WA
06/14/2010 - 01/13/2016
EDWARD JONES (VANCOUVER WA)
OR
09/14/2007 - 08/04/2009
LPL FINANCIAL CORPORATION (BEND OR)
CA
09/03/2003 - 08/16/2007
U.S. BANCORP INVESTMENTS, INC. (REDDING CA)
NY
04/25/2000 - 06/26/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MN
09/03/1997 - 05/14/1999
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
05/20/1991 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
BOTH
Issued 05/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/01/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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