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 Norman is a financial advisor with over 25 years of experience in the financial services industry. Cheryl is currently registered with Cambridge Investment Research Advisors, Inc. She is also an independent insurance agent and has provided financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. Cheryl is dedicated to helping her clients achieve their financial goals and has a strong commitment to providing personalized service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (Richfield OH)
OH
09/03/2013 - 03/17/2015
CETERA ADVISOR NETWORKS LLC (MAUMEE OH)
OH
04/05/2001 - 09/03/2013
WALNUT STREET SECURITIES, INC. (VALLEY VIEW OH)
AZ
03/31/1999 - 05/17/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
07/17/1997 - 03/31/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
WI
09/21/1995 - 07/16/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BC
Issued 02/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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