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 Farrell is a financial advisor at LPL Financial LLC. Cheryl has been in the financial industry since 1998. Cheryl is registered with the state of Florida and holds the Series 7, Series 24, Series 27, and SIE licenses. Cheryl has worked for several firms including CUNA Brokerage Services, Inc., Finacorp Securities, Lincoln Financial Advisors Corporation, Robert W. Baird & Co. Incorporated, ALFS, Inc., AFD, Inc., and CUNA Brokerage Services, Inc. Cheryl also holds the Certified Financial Planner designation.
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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2
IA
05/19/2022 - Present
LPL Financial LLC (Clarksville IA)
IA
06/04/2012 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
05/25/2010 - 06/07/2010
FINACORP SECURITIES (IRVINE CA)
WI
03/24/2006 - 06/02/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (WAUNAKEE WI)
WI
10/26/2004 - 11/22/2005
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IL
02/12/2002 - 04/27/2004
ALFS, INC. (NORTHBROOK IL)
IL
06/03/1999 - 02/12/2002
AFD, INC. (NORTHBROOK IL)
IA
03/27/1998 - 09/08/1998
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
03/19/1986 - 12/31/1990
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
BC
Issued 08/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/06/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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