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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shari? Claim Your ProfileShari Anne Wong is an Investment Advisor Representative with Ameriprise Financial Services, LLC. She is based in Pepper Pike, OH and has been in the financial services industry since 2003. Shari Anne Wong has been registered with Ameriprise Financial Services, LLC since 2017. She is also registered with the state of Texas. Before working for Ameriprise, she worked for UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shari Anne Wong offers a variety of financial services, including financial planning, asset allocation, and portfolio management. She specializes in working with high-net-worth individuals, businesses, and trusts.
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.
Asset allocation services
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
OH
02/06/2017 - Present
Ameriprise Financial Services, LLC (Pepper Pike OH)
OH
01/28/2009 - 02/14/2017
UBS FINANCIAL SERVICES INC. (PEPPER PIKE OH)
OH
11/11/2003 - 01/30/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAGRIN FALLS OH)
BOTH
Issued 07/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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