Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Lucyann Smith has been in the financial services industry since 1987. Cheryl is a registered representative and investment advisor representative with LPL Financial LLC. Cheryl has a branch office located in Tampa, Florida. Cheryl has previously been registered with Ameriprise Financial Services, LLC, JHS Capital Advisors, LLC, GunnAllen Financial, Inc., Oppenheimer & Co. Inc., Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Smith Barney, Harris Upham & Co., Incorporated. Cheryl specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Cheryl has experience working with clients of all income levels and provides a variety of services to meet their needs.
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.
1
2
FL
06/17/2022 - Present
LPL Financial LLC (TAMPA FL)
FL
08/14/2015 - 06/13/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Tampa FL)
FL
01/26/2010 - 08/14/2015
JHS CAPITAL ADVISORS, LLC (TAMPA FL)
FL
02/19/2009 - 01/13/2010
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
07/14/2004 - 02/20/2009
OPPENHEIMER & CO. INC. (TAMPA FL)
NY
06/14/1999 - 12/19/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/15/1991 - 06/21/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/14/1986 - 10/17/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
02/24/1986 - 08/04/1986
E. F. HUTTON & COMPANY INC
BOTH
Issued 02/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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