Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Leona Baysinger Warren has been in the financial industry for over 30 years. She has a wide range of experience with different financial products and services. Sharon specializes in providing financial advice to individuals, corporations, and charitable organizations. Sharon is a registered investment advisor with Geneos Wealth Management, Inc. and has been working with the firm since September 2009. Before joining Geneos Wealth Management, Inc., Sharon was with Royal Alliance Associates, Inc. and Walnut Street Securities, Inc. Sharon is committed to providing her clients with the highest level of service and expertise.
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.
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
MO
09/14/2009 - Present
Geneos Wealth Management, Inc. (KANSAS CITY MO)
MO
04/26/1996 - 09/01/2009
ROYAL ALLIANCE ASSOCIATES, INC. (KANSAS CITY MO)
CA
05/11/1987 - 05/30/1991
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
01/06/1986 - 05/19/1987
BMA FINANCIAL SERVICES, INC.
IA
Issued 04/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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