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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharlee? Claim Your ProfileSharlee Zalewski is a financial advisor with Edward Jones. Sharlee has been in the financial services industry since 2010. Sharlee has a Series 7 and Series 66 license and is also a Certified Financial Planner. Sharlee has experience working at PNC Investments and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sharlee is registered in 27 states to provide investment advice and is an active member of the financial services industry. Sharlee specializes in providing investment advice to individuals, businesses, corporations, charitable organizations, investment clubs, partnerships, limited liability companies, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
05/05/2021 - Present
Edward Jones (VICKSBURG MI)
MI
02/13/2013 - 03/08/2018
PNC INVESTMENTS (KALAMAZOO MI)
MI
04/19/2012 - 02/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTAGE MI)
IN
08/27/2010 - 02/28/2012
EDWARD JONES (SOUTH BEND IN)
BOTH
Issued 09/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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