Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Adams is a Registered Representative and Investment Advisor Representative with L.M. Kohn & Co., located in Warrenville, IL. Sharon has been working in the financial industry since 1983 and has experience with a wide range of financial products and services. Sharon is a licensed investment advisor and has passed a number of exams, including the Series 7, Series 24, Series 63 and Series 65 exams. Sharon has worked with a number of financial institutions, including Crown Capital Securities, L.P., LPL Financial Corporation and A. G. Edwards & Sons, Inc. Sharon has a strong track record of providing financial advice to a diverse clientele, including individuals, corporations, charitable organizations and pension plans.
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.
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.
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.
Flat commission/execution fee
1
2
IL
11/20/2023 - Present
L.m. Kohn & Co. (Warrenville IL)
IL
03/31/2010 - 11/29/2023
CROWN CAPITAL SECURITIES, L.P. (WARRENVILLE IL)
IL
03/05/1999 - 04/07/2010
LPL FINANCIAL CORPORATION (NAPERVILLE IL)
MO
01/06/1986 - 03/22/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
09/22/1983 - 01/13/1986
ISFA CORPORATION
IA
Issued 08/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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