Unclaimed
Sharon Kirby Martin is a financial advisor with Ameriprise Financial Services, LLC. Sharon has been working in the financial industry for over 20 years. She provides financial planning services and manages investment portfolios for individuals, businesses, trusts, and estates. Sharon has a Series 7, Series 24, Series 51, and Series 66 license. Sharon is registered to sell securities in Alabama, Alaska, Arizona, Arkansas, Colorado, Florida, Georgia, Indiana, Louisiana, Mississippi, New Mexico, New York, Oklahoma, South Carolina, and Texas.
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.
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2
LA
06/19/2017 - Present
Ameriprise Financial Services, LLC (SHREVEPORT LA)
MN
06/11/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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