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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 Ann Lopez is a financial advisor with Ameriprise Financial Services, LLC. Cheryl has been in the financial services industry for over 19 years. She is registered with the state of California and Texas. Cheryl specializes in providing financial planning, asset allocation services, and portfolio management for individuals and businesses. She is also a registered representative of Ameriprise Financial Services, Inc., which is an investment broker-dealer and a registered investment advisor. Cheryl Ann Lopez works with clients of all ages, but she is particularly experienced in working with individuals and families in retirement planning and wealth management.
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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CA
03/20/2015 - Present
Ameriprise Financial Services, LLC (San Diego CA)
CA
09/23/2004 - 08/22/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
MN
09/23/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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