Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Croenlein is a financial advisor with over 27 years of experience in the industry. Sharon is currently registered with Wells Fargo Advisors Financial Network, LLC and holds licenses in multiple states. Sharon has previously been associated with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FIRST UNION SECURITIES, INC. and A. G. EDWARDS & SONS, INC. Sharon specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses.
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.
Investment consulting services to institutional clients
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
FL
04/21/2021 - Present
Wells Fargo Advisors Financial Network, LLC (MELBOURNE FL)
FL
12/01/2000 - 04/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKLEDGE FL)
MO
10/01/1999 - 04/09/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/19/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MO
12/03/1993 - 03/09/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 03/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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