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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Nudo is a financial advisor with Gallagher Fiduciary Advisors, LLC. Sharon has been in the financial services industry since 2008 and has experience in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and corporations. Sharon also holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. She is registered to provide investment advisory services in Illinois, New York, and Texas. Sharon is committed to helping clients achieve their financial goals by providing them with personalized and comprehensive financial advice.
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.
See schedule d misc. for explanation
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.
1
2
IL
07/12/2023 - Present
Gallagher Fiduciary Advisors, LLC (Rolling Meadows IL)
IL
03/30/2022 - 08/23/2024
TRIAD ADVISORS LLC (Rolling Meadows IL)
IL
08/06/2012 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Rolling Meadows IL)
CT
04/28/1999 - 05/13/2003
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 04/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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