Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shari? Claim Your ProfileShari Kearns is a financial professional with over 25 years of experience in the industry. Shari is currently registered with Principal Securities, Inc. and has previously held positions with MML Investors Services, LLC, Mitchell Hutchins Asset Management Inc., George K. Baum & Company and Mark Twain Brokerage Services, Inc. Shari offers a variety of financial services including financial planning, pension consulting, and educational seminars. Shari is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
KS
01/23/2023 - Present
Principal Securities, Inc. (OVERLAND PARK KS)
IA
05/09/2013 - 10/16/2019
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
MO
04/15/1998 - 04/15/2013
MML INVESTORS SERVICES, LLC (KANSAS CITY MO)
NY
08/28/1996 - 03/26/1998
MITCHELL HUTCHINS ASSET MANAGEMENT INC. (NEW YORK NY)
MO
08/25/1994 - 08/05/1996
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
NA
05/26/1992 - 07/11/1994
MARK TWAIN BROKERAGE SERVICES, INC.
BC
Issued 06/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/22/1992
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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