Unclaimed
Sharon Catherine Hirschler is a financial advisor with over 23 years of experience in the industry. Sharon has been registered with Robert W. Baird & Co. Inc. since July 2018. Prior to that, Sharon worked for GEORGE K. BAUM & COMPANY from April 1995 to July 2018. Sharon is a licensed securities professional holding Series 63, Series 66, Series 7, and SIE licenses. Sharon is registered in 36 states and is qualified to provide financial advice to a variety of clients, including high-net-worth individuals, corporations, insurance companies, investment companies, and retirement plans. Sharon's areas of expertise include portfolio management, financial planning, and investment advisory 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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MO
01/28/2019 - Present
Robert W. Baird & Co. Inc. (Kansas City MO)
MO
10/03/1995 - 07/10/2018
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
BOTH
Issued 10/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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