Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Atherly is an investment professional with over 35 years of experience in the financial services industry. Cheryl is registered with Wells Fargo Clearing Services, LLC and holds licenses in multiple states. Cheryl's career began at Black & Company, Inc. in Portland, Oregon, where Cheryl was licensed as a Registered Representative, and then continued at Salomon Smith Barney Inc. in New York, NY. Cheryl specializes in providing investment consulting services to institutional clients, financial planning and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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
02/18/2011 - Present
Wells Fargo Clearing Services, LLC (LAKE OSWEGO OR)
NY
10/10/1989 - 10/11/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
OR
08/21/1985 - 09/20/1989
BLACK & COMPANY, INC. (PORTLAND OR)
BC
Issued 11/26/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/1985
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1992
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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