Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Lynn Armitage is a financial advisor registered with Osaic Wealth, Inc., with over 28 years of experience in the industry. Cheryl has a strong track record of providing personalized financial guidance and investment management services to individuals, families, and businesses. She is dedicated to helping clients achieve their financial goals and building long-term relationships. Cheryl is committed to providing the highest level of service and integrity to her clients. She holds various professional certifications, including Series 7, 24, 30, 63, and 65, demonstrating her expertise in financial planning and investment management.
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.
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.
1
2
AZ
01/24/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MD
11/09/2006 - 11/28/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MD
12/01/2005 - 10/12/2006
LEGG MASON INVESTOR SERVICES, LLC (BALTIMORE MD)
MD
09/22/1994 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
02/23/1994 - 09/15/1994
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 06/03/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2019
Series 30 - NFA Branch Manager Examination
BC
Issued 01/31/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cheryl Armitage is the right advisor for you? Invested Better is here to help.
