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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 Sternasty is an active investment advisor representative in Akron, OH. Cheryl has been in the industry since 1993. Cheryl works at Ameriprise Financial Services, LLC. Cheryl holds the Series 6, 7, 24, 63, and 65 licenses. Cheryl specializes in providing financial planning services, portfolio management for individuals and businesses, educational seminars, selection of other advisors, and asset allocation services. Cheryl has been registered with the SEC since October 14, 2016 and is currently registered in Arkansas, California, Florida, Illinois, Massachusetts, Montana, Ohio, Pennsylvania, South Carolina, Utah, Virginia, and Wisconsin. Cheryl is also registered with FINRA.
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.
Asset allocation services
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.
1
2
OH
10/14/2016 - Present
Ameriprise Financial Services, LLC (Akron OH)
OH
08/09/2013 - 10/31/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (RICHFIELD OH)
OH
06/25/2005 - 08/12/2013
JANNEY MONTGOMERY SCOTT LLC (CLEVELAND OH)
PA
01/11/1995 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IL
05/03/1993 - 01/13/1995
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 05/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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