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 Lodien is a financial advisor registered with Ameriprise Financial Services, LLC. Sharon has been working in the financial services industry since 2000. Sharon is licensed to provide financial advice in Arkansas, Massachusetts, Minnesota, Montana, Nevada and Utah. Sharon holds several professional licenses including Series 7, 63, 6, 10, 9, 24, 51, and 65.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MN
11/28/2018 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
AZ
11/04/2014 - 08/04/2015
AMERIPRISE FINANCIAL SERVICES, INC. (CHANDLER AZ)
MN
06/06/2005 - 06/09/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/06/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
01/15/2003 - 03/29/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/15/2003 - 03/29/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
02/01/2001 - 12/18/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MN
01/18/2000 - 01/05/2001
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
01/18/2000 - 01/05/2001
C.R.I. SECURITIES, INC. (ST. PAUL MN)
IA
Issued 11/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sharon Lodien is the right advisor for you? Invested Better is here to help.
