Unclaimed
Cheryl Scovell is a financial advisor with Ameriprise Financial Services, LLC. Cheryl has been in the industry since 2012 and is registered in 30 states. Cheryl is licensed to provide investment advice and sell securities. Cheryl has a Series 7 and Series 66 license. Cheryl is a licensed representative of Ameriprise Financial Services, LLC. Prior to joining Ameriprise Financial Services, LLC, Cheryl was with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
NC
01/02/2018 - Present
Ameriprise Financial Services, LLC (CHARLOTTE NC)
NC
04/04/2012 - 05/13/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
BOTH
Issued 07/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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