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 Bates rhoades is an investment advisor representative with U.S. Bancorp Investments, Inc. based in Pleasanton, CA. Cheryl has been in the securities industry since February 28, 2004. Cheryl is licensed to provide investment advice in California and has held several previous roles in the industry, including at UnionBanc Investment Services, LLC and Banc of America Investment Services, Inc.. Cheryl has a variety of investment specializations, including retirement planning, mutual funds, and fixed income securities. Cheryl holds licenses in Series 6, 7, 63, and 65, and is also a SIE exam holder.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
06/14/2022 - Present
U.s. Bancorp Investments, Inc. (Pleasanton CA)
CA
03/11/2010 - 01/04/2021
UNIONBANC INVESTMENT SERVICES, LLC (SAN RAMON CA)
CA
05/17/2005 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PLEASANTON CA)
MA
12/06/2001 - 12/31/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
07/12/1999 - 12/31/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
04/24/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 07/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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