Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Zudell is a financial advisor with over 20 years of experience in the industry. Cheryl is a registered representative of LPL Financial LLC and has a Series 6, 7, 63 and 66 license. Cheryl also has several designations including Chartered Financial Consultant. Cheryl's previous experience includes working with Lincoln Financial Securities Corporation and First Command Brokerage Services, Inc.. Cheryl Zudell works out of the Poulsbo, WA office of LPL Financial LLC. The firm has over $50 billion in assets under management and has 20,633 licensed agents. LPL Financial LLC offers a variety of financial services including financial planning, investment management, and retirement planning.
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.
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WA
05/16/2024 - Present
LPL Financial LLC (POULSBO WA)
WA
11/11/2020 - 05/16/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (Poulsbo WA)
WA
04/14/2004 - 12/11/2020
FIRST COMMAND BROKERAGE SERVICES, INC. (SILVERDALE WA)
BOTH
Issued 01/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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