Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Marlene Beard is an investment advisor representative with RBC Capital Markets, LLC. Cheryl has been in the securities industry since January 29, 1985. Cheryl is registered with the state of Kansas and the state of Texas. Previously, Cheryl was associated with WELLS FARGO ADVISORS, LLC, PAINEWEBBER INCORPORATED, DAIN BOSWORTH INCORPORATED and SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED. Cheryl is currently registered with the Financial Industry Regulatory Authority (FINRA) and holds the following licenses and registrations: Series 7, Series 63 and Series 66. Cheryl's specializations include: fixed income, mutual funds, variable products, equity, options, retirement planning and financial planning. Cheryl has been associated with RBC Capital Markets, LLC since April 2014.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
KS
04/16/2014 - Present
RBC Capital Markets, LLC (LEAWOOD KS)
KS
05/10/2000 - 04/17/2014
WELLS FARGO ADVISORS, LLC (OVERLAND PARK KS)
NJ
06/30/1994 - 05/18/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
06/24/1988 - 11/04/1993
DAIN BOSWORTH INCORPORATED
NY
04/18/1984 - 05/04/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 09/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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