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 Schmitz is a financial advisor with CCO Capital, LLC. Cheryl has been in the industry since March 21, 1993. Cheryl has been registered with CCO Capital, LLC since November 23, 2021. Prior to joining CCO Capital, LLC, Cheryl was with ARES INVESTOR SERVICES LLC and PIMCO INVESTMENTS LLC. Cheryl is licensed in Arizona and California.
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.
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.
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2
CA
11/23/2021 - Present
CCO Capital, LLC (Los Angeles CA)
CA
01/26/2018 - 11/05/2021
ARES INVESTOR SERVICES LLC (LOS ANGELES CA)
CA
07/16/2013 - 01/18/2018
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
CA
05/06/1993 - 03/04/2013
FPA FUND DISTRIBUTORS, INC. (LOS ANGELES CA)
CA
08/19/1991 - 03/07/1992
ANGELES SECURITIES CORPORATION (LOS ANGELES CA)
BC
Issued 09/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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