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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 Beth Rash is a financial advisor with over 15 years of experience in the industry. Shari Beth Rash is currently registered with Cambridge Investment Research Advisors, Inc., a firm headquartered in Fairfield, IA. Prior to joining Cambridge Investment Research Advisors, Inc., Shari Beth Rash worked at Northern Lights Distributors, LLC, Prudential Annuities Distributors, Inc, and First Investors Corporation. Shari Beth Rash holds Series 6, 63, and 65 licenses, as well as the SIE exam. Shari Beth Rash has a proven track record of success in helping clients achieve their financial goals. Shari Beth Rash specializes in providing financial planning, investment management, and retirement planning services to individuals and families.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
01/16/2020 - Present
Cambridge Investment Research Advisors, Inc. (Vienna, VA)
NE
05/14/2014 - 10/04/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
CT
01/29/2008 - 11/07/2013
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
PA
08/20/2007 - 12/21/2007
FIRST INVESTORS CORPORATION (PHILADELPHIA PA)
IA
Issued 06/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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