Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Denise Gerlach is a financial professional with over 20 years of experience in the industry. Sharon is currently registered with Eagle Strategies LLC. Previously, Sharon worked at M Holdings Securities, Inc., Wells Fargo Clearing Services, LLC, and Northwestern Mutual Investment Services, LLC. Sharon has a strong background in financial planning and portfolio management and has worked with a diverse range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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
OR
05/17/2023 - Present
Eagle Strategies LLC (PORTLAND OR)
OR
04/24/2019 - 03/18/2022
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
OR
07/09/2012 - 04/08/2019
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
OR
03/21/2006 - 07/06/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PORTLAND OR)
SC
06/22/2005 - 02/24/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
AZ
02/16/2005 - 05/23/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
10/20/2004 - 02/11/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
05/01/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
OH
03/07/2000 - 05/07/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MT
07/12/1999 - 03/01/2000
D.A. DAVIDSON & CO. (GREAT FALLS MT)
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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