Unclaimed
Sharleen Riemenschneider is a financial advisor at Edward Jones. Sharleen has over 25 years of experience in the financial services industry, specializing in providing financial advice and services to individuals, families, and businesses. She is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, 63, and 66 license. Sharleen is committed to helping her clients achieve their financial goals, and she prides herself on providing personalized advice and guidance.
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
NE
08/26/2014 - Present
Edward Jones (McCook NE)
TX
01/13/2003 - 09/20/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
FL
10/03/2000 - 01/15/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
SC
04/16/1998 - 10/06/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 12/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sharleen Riemenschneider is the right advisor for you? Invested Better is here to help.