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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Louise Kracke is a financial advisor with over 25 years of experience in the industry. Sharon is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with them since May 1998. Sharon has an active registration with the state of Texas and Illinois for both broker-dealer and investment advisor. Sharon has obtained the Series 63, Series 66, and Series 7 licenses. She has worked previously with EVEREN SECURITIES, INC. in St. Louis, Missouri. Sharon holds the SIE designation and is specialized in providing services to clients like insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Sharon is a valuable resource for individuals and institutions looking for 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/13/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LISLE IL)
MO
03/12/1998 - 05/05/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 04/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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