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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharlene? Claim Your ProfileSharlene Irene Schiffer has been a financial advisor since 1986. Sharlene is currently registered with Cetera Investment Advisers LLC and is also registered in Florida and Texas as an Investment Advisor Representative. Sharlene has previously worked with American Express Financial Advisors Inc. and IDS Life Insurance Company in the past. Sharlene is a Chartered Financial Consultant and has held licenses for Series 6, 7, 22, 63, and 65 exams. Sharlene provides financial planning and portfolio management services to individuals, businesses, and retirement 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.
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.
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.
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2
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (PONTE VEDRA FL)
MN
12/22/1989 - 07/09/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/22/1989 - 07/09/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
12/22/1986 - 01/16/1990
FIDELITY EQUITY SERVICES CORPORATION
IA
Issued 12/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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