Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Leslie Schader is an investment advisor representative currently registered with Eagle Strategies LLC. Sharon is a seasoned professional with a long history in the financial services industry, beginning her career in 2000. Sharon holds multiple licenses, including Series 7, 63, and 65, as well as a Series 24. Sharon has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. She specializes in providing financial planning and investment management services, including portfolio management for individuals and businesses.
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.
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.
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WA
09/04/2020 - Present
Eagle Strategies LLC (BELLEVUE WA)
WA
11/23/2018 - 10/29/2019
MBS SOURCE ETRADING, INC. (MERCER ISLAND WA)
WA
10/23/2017 - 05/11/2018
280 SECURITIES LLC (Seattle WA)
WA
09/30/2016 - 11/15/2016
EK RILEY INVESTMENTS, LLC (SEATTLE WA)
WA
10/02/2012 - 09/09/2016
NYLIFE SECURITIES LLC (BELLEVUE WA)
WA
06/26/2008 - 01/26/2011
OPPENHEIMER & CO. INC. (BELLEVUE WA)
NY
08/17/2001 - 09/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
RI
06/26/2000 - 05/14/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
03/09/2000 - 06/09/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
08/20/1998 - 10/19/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 07/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2019
Series 24 - General Securities Principal Examination
BC
Issued 05/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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