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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Lynne Charney is a registered investment advisor representative with American Investors Co. in Oakland, California. Cheryl has been in the securities industry since 1987 and has experience with a variety of clients including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, corporations or other businesses, and associations. Cheryl has worked for several firms throughout her career including Royal Alliance Associates, Inc., Cypress Capital Corporation, Private Ledger Financial Services, Incorporated, and Professional Staffing Group, Inc. Cheryl also offers a variety of services to her clients including portfolio management for individuals and businesses, financial planning, and selection of other advisors. Cheryl is dedicated to providing her clients with the highest level of service and expertise.
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.
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.
1
2
CA
02/09/2009 - Present
American Investors Co. (OAKLAND CA)
AZ
06/22/1994 - 09/30/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/28/1986 - 12/31/1993
CYPRESS CAPITAL CORPORATION
NA
06/18/1985 - 09/03/1986
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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