Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Bradley is an investment advisor representative at Ameriprise Financial Services, LLC. Sharon has over 25 years of experience in the financial industry. Sharon is registered with the state of Ohio, and holds Series 7, 24, 63 and SIE licenses. Sharon has a strong commitment to providing her clients with personalized financial advice and guidance.
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
OH
02/13/2018 - Present
Ameriprise Financial Services, LLC (Westlake OH)
OH
03/27/1999 - 11/07/2016
FIFTH THIRD SECURITIES, INC. (CLEVELAND OH)
OH
11/22/1996 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
06/01/1996 - 12/02/1996
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NA
09/09/1994 - 06/01/1996
NATIONAL CITY INVESTMENTS CORPORATION
NA
09/03/1991 - 03/19/1992
AT INVESTMENT SERVICES CORP.
BC
Issued 03/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1991
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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