Cheryl L. Birkeland
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Cheryl Lavonne Birkeland, who also goes by Cheryl Lavonne Scott, was a registered financial professional .
Cheryl is a previously registered financial professional and started their career in finance in 1993. Cheryl had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 2, 2023 - November 26, 2024
COLDSTREAM SECURITIES, INC.
January 4, 2010 - October 3, 2023
NYLIFE SECURITIES LLC
July 12, 1999 - May 8, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.
July 1, 1998 - May 8, 2008
BANC OF AMERICA INVESTMENT SERVICES, INC.
July 1, 1998 - July 12, 1999
BA INVESTMENT SERVICES, INC.
November 15, 1993 - July 1, 1998
SEAFIRST INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
COLDSTREAM SECURITIES, INC.
CRD#: 46835 / SEC#: , 8-51549
Contact information
FINRA licenses (12 States and Territories)
Disclosures
| Regulatory Event | 1 |
Red Flags
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