Best Investors Account Sign in

Cheryl Lynn Underwood

Ameriprise Financial Services, LLC

Haslett, MI

East Lansing, MI

Claim This Profile
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-27
MI RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-04-27
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Haslett, MI • United States

2651 Coolidge Road Suite 103, East Lansing, MI 48823 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Portfolio Consultants, Inc. Boca Raton FL 10/2008 01/2017
Oppenheimer & Co. Inc. East Lansing MI 01/2017 03/2025
Ameriprise Financial Services Llc East Lansing MI 03/2025 Present
Previous Registrations
  • 2017-01-11 → 2025-04-04
    Oppenheimer & Co. Inc.
    East Lansing, MI
  • 2009-12-11 → 2017-01-25
    Independent Portfolio Consultants, Inc.
    Boca Raton, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-04-12
S65 Uniform Investment Adviser Law Examination 2009-07-27
  • S63 Uniform Securities Agent State Law Examination
    2017-04-12
  • S65 Uniform Investment Adviser Law Examination
    2009-07-27
Other Names
  • Cheryl Lynn Gray

View on SEC IAPD

More in Haslett, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor