Check the background of this financial professional on FINRA's BrokerCheck

Cheryl Underwood

Welcome to the East Lansing, Michigan Oppenheimer Office

med reception.jpg

Oppenheimer & Co. Inc. is a leading global full-service brokerage and investment bank with 130 years of experience and over $80 billion under advisement.

As an Executive Director - Investments at the Oppenheimer East Lansing, MI office Cheryl is focused on helping you achieve your financial goals and aspirations.

Cheryl brings more than 20 years of experience assisting clients in retirement plans and personal finance by clearly defining financial goals and creating individualized plans to achieve them. Cheryl can help individuals, families, corporate executives, foundations and endowments, charities, pension plans, businesses, municipalities, and institutions invest, grow, and preserve assets.

Cheryl has the unique ability to understand and articulate complex principles, translating the complicated world of investments into clear, concise conversation. With her background in both investments and retirement plans, Cheryl possesses the critical analytical and technical skills to deliver strategies with a customized approach and personal service.

Cheryl listens and collaborates with you to develop and implement investment direction based on your specific objectives. She fully utilizes the broad range of financial tools and seasoned professionals available at Oppenheimer & Co. Inc., a highly respected investment firm with a 135 year history.

Prior to joining Oppenheimer, Cheryl held the #1 Financial Advisor National Production Ranking for nearly a decade at a Forbes, “Top 100 Wealth Management Firm.”  She has a track record assembling and leading teams of various niche professionals to develop and implement investment strategies and other crucial components of planning for her clients.

Cheryl holds the Financial Industry Regulatory Authority (FINRA) registration Series 7 - Registered General Securities Representative, Series 63 - Registered State Securities Agent, Series 65 - Registered Investment Advisor Representative, and the Municipal Securities Rulemaking Board (MSRB) registration Series 50 - Registered Municipal Advisor Representative. Cheryl is a Michigan licensed Life, Health, Accident, Property, and Casualty Producer. She holds a Certification in Public Plan Policy (CAPPP) - Employee Pensions by the International Foundation of Employee Benefit Plans.

Cheryl graduated Magna Cum Laude with her Bachelor of Business Administration and emphasis in Finance and Marketing from Northwood University.

19-GEN_ADS-80 Paradise Garden 10x13_Cheryl Underwood 08-15-19_2677475.1 again.jpg
19-GEN_ADS-80 Paradise Garden 400x600pxl web ad_Cheryl Underwood 08-15-19_2677465.1 _2_ FINAL to print.jpg

girl.jpg

Barron_s.jpg

Read the full article about Barron's mutual fund ranking at:
http://webreprints.djreprints.com/55985.pdf





OPPENHEIMER PRODUCTS & SERVICES:

  • 401(k) Plans
  • 529 Plans
  • Equity and Fixed Income Strategies
  • Estate and Succession Planning Strategies
  • Exchange Traded Funds
  • Financial Planning Services
  • Insurance and Annuities
  • Mutual Funds
  • Options
  • Private Equity1
  • Professional Money Management
  • Retirement Planning Services
  • Trust Services2
  • Wealth Management Services