Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shari? Claim Your ProfileShari Merle is an investment professional with over 30 years of experience in the financial services industry. She is a registered representative with LPL Financial LLC and is licensed to conduct business in multiple states. Shari Merle has a wide range of experience in providing investment advice and financial planning services to individuals, corporations, and institutions. She is dedicated to helping her clients achieve their financial goals. Shari Merle is committed to providing her clients with the highest level of service and expertise.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/21/2021 - Present
LPL Financial LLC (EL DORADO HILLS CA)
MN
03/28/1989 - 07/06/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BC
Issued 06/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1991
Series 2 - Non-Member General Securities Examination
BC
Issued 10/16/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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