Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Boatman is a financial advisor in Fairfield, Iowa. Sharon has been in the financial industry since 2001, with experience at Cambridge Investment Research, Inc. and LPL Financial LLC. Sharon is a registered representative with FINRA and is licensed in multiple states to provide investment advice. Sharon is dedicated to helping clients achieve their financial goals and has a wealth of experience in financial planning, portfolio management, and consulting services.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IA
05/10/2022 - Present
LPL Financial LLC (Fairfield IA)
IA
08/20/2001 - 09/20/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 03/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/06/2003
Series 4 - Registered Options Principal Examination
BC
Issued 11/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2013
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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