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 Young is a financial advisor with Rockefeller Financial LLC. Cheryl has been in the financial services industry for over 24 years. Cheryl is licensed to provide financial advice in 33 states and holds Series 7, 9, 10, 31, and 63 securities licenses, and a Series 65 investment advisor license. Cheryl specializes in providing financial planning, portfolio management and investment advisory services to individuals and businesses. Cheryl works with a variety of client types including high net worth individuals, charitable organizations, and pension and profit sharing plans. Cheryl has a strong track record of success in helping her clients achieve their financial goals.
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.
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.
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CA
05/12/2022 - Present
Rockefeller Financial LLC (San Francisco CA)
NV
10/26/2012 - 05/26/2022
MORGAN STANLEY (Incline Village NV)
CA
07/30/2009 - 10/29/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (CAMPBELL CA)
CA
11/01/2010 - 11/11/2010
UBS FINANCIAL SERVICES INC. (LOS GATOS CA)
CA
07/29/1998 - 08/03/2009
AMERIPRISE FINANCIAL SERVICES, INC. (SAN JOSE CA)
MN
07/29/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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