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Cheryl Ann Notter

Charles Schwab & CO., Inc.

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About Cheryl Ann Notter

Cheryl Notter is a financial professional with over 30 years of experience in the industry. Cheryl has a strong background in providing investment advice and financial planning services. Currently, Cheryl is registered with Charles Schwab & CO., Inc., and previously worked for TD Ameritrade, Inc., Scottrade, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, and St. Louis Discount Securities, Inc. Cheryl is also a licensed principal and holds Series 4, 7, 24, and 66 licenses.

Firm Information

Cheryl Notter is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Cheryl Notter’s Registration & Firm History

CO

01/18/2022 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

MO

02/26/2018 - 01/19/2022

TD AMERITRADE, INC. (St Louis MO)

MO

09/22/2008 - 02/26/2018

SCOTTRADE, INC. (ST. LOUIS MO)

MO

03/03/2005 - 09/08/2008

AMERIPRISE FINANCIAL SERVICES, INC. (CHESTERFIELD MO)

MN

03/03/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MO

02/10/1988 - 03/04/2005

ST. LOUIS DISCOUNT SECURITIES, INC. (CLAYTON MO)

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Licenses & Designations

BOTH

Issued 03/22/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/01/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2012

Series 24 - General Securities Principal Examination

BC

Issued 05/26/2011

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Cheryl Ann Notter. Review regulatory record here.
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