Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shari? Claim Your ProfileShari Mishelle Noe is an experienced financial professional with over 25 years of experience in the industry. Shari currently works with LPL Financial LLC where she provides a wide range of financial services including portfolio management for both individuals and businesses. Shari has a broad background in the financial industry having worked with several prominent firms including U.S. Bancorp Investments, Inc., UMB Scout Brokerage Services, Inc., and Firstar Investment Services, Inc. Shari is licensed in several states and holds Series 6, 7, 63, and 65 licenses.
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
01/31/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
MO
10/31/2005 - 11/05/2021
U.S. BANCORP INVESTMENTS, INC. (SPRINGFIELD MO)
MO
01/27/2005 - 11/01/2005
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
MN
12/01/2001 - 09/29/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
01/03/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
10/08/1997 - 01/03/2000
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MN
05/28/1997 - 09/03/1997
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
MN
09/01/1995 - 12/31/1995
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
IL
05/24/1995 - 09/11/1995
TRI-MERICA SECURITIES CORPORATION (TINLEY PARK IL)
NY
08/23/1994 - 09/29/1994
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NA
07/01/1994 - 09/29/1994
WALL STREET INVESTOR SERVICES
IL
05/16/1994 - 07/01/1994
TRI-MERICA SECURITIES CORPORATION (TINLEY PARK IL)
NY
12/21/1992 - 05/27/1993
WALL STREET INVESTOR SERVICES (NEW YORK NY)
IA
Issued 01/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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