Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Kay Goeckner is a financial advisor at LPL Financial LLC, located in EFFINGHAM, IL. Sharon has been in the financial services industry since December 31, 2001. Sharon is registered with FINRA and holds Series 6, 7, and 63 licenses. Sharon also holds the SIE license. In addition to the Series licenses, Sharon is also a Certified Financial Planner. Sharon has worked with CETERA ADVISOR NETWORKS LLC in the past. Sharon provides investment advice to individuals, high-net-worth individuals, businesses, corporations, trusts, and estates.
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.
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IL
10/19/2018 - Present
LPL Financial LLC (EFFINGHAM IL)
IL
01/01/2002 - 10/22/2018
CETERA ADVISOR NETWORKS LLC (EFFINGHAM IL)
BC
Issued 12/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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