Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donn? Claim Your ProfileDonn George Sharer is a financial advisor with over 30 years of experience. Donn Sharer is currently registered with Allstate Financial Advisors, LLC, and has been working with the firm since 2023. Previously, Donn Sharer was registered with firms such as CAP PRO BROKERAGE SERVICES, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Donn Sharer is a Chartered Financial Consultant and has a strong background in providing financial advice to individuals and families. Donn Sharer is also the President of Sharer & Associates and provides marketing, operations & management consulting/coaching services to P&C agency owners. Donn Sharer provides financial advice to individuals and families, and is also a registered Investment Advisor Representative (IAR).
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party advisory fees
1
2
NJ
04/12/2023 - Present
Allstate Financial Advisors, LLC (Forked River NJ)
OH
06/04/2004 - 01/13/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
MA
10/13/1998 - 06/02/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/13/1998 - 06/02/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
02/18/1992 - 08/19/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/18/1992 - 08/19/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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