Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Lynne Woodring is a financial professional with over 25 years of experience in the industry. Cheryl has a wide range of experience working with individuals, high net worth individuals, corporations, and institutions. Cheryl is currently registered with Stifel, Nicolaus & Company, Inc. and previously worked with UBS Financial Services Inc. and RBC Capital Markets, LLC. Cheryl is licensed to conduct business in several states across the country.
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.
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2
AZ
08/30/2018 - Present
Stifel, Nicolaus & Company, Inc. (SCOTTSDALE AZ)
AZ
05/05/2014 - 09/10/2018
UBS FINANCIAL SERVICES INC. (PHOENIX AZ)
AZ
05/06/2009 - 04/28/2014
RBC CAPITAL MARKETS, LLC (PHOENIX AZ)
AZ
05/09/1997 - 05/21/2009
UBS FINANCIAL SERVICES INC. (PHOENIX AZ)
IA
Issued 07/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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