Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Lynne Reigstad is a financial professional with over 20 years of experience in the industry. Sharon currently works with LPL Financial LLC, a well-established firm with a comprehensive range of financial services. Previously, Sharon has worked with several other notable firms, including First Horizon Advisors, Inc., Peak Brokerage Services, LLC, and Morgan Stanley. Sharon has a broad range of licenses and certifications, including Series 7, 9, 10, 24, 63, and 66, demonstrating her commitment to professional development and the ability to provide comprehensive financial advice.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
01/01/2025 - Present
LPL Financial LLC (WHITE WATER WI)
WI
09/21/2022 - 11/18/2022
FIRST HORIZON ADVISORS, INC. (Whitewater WI)
WI
09/08/2021 - 12/13/2021
LPL FINANCIAL LLC (WHITEWATER WI)
FL
06/07/2021 - 09/10/2021
PEAK BROKERAGE SERVICES, LLC (JUPITER FL)
MN
07/17/2017 - 03/07/2019
QUESTAR CAPITAL CORPORATION (ST. LOUIS PARK MN)
WI
09/10/2015 - 06/05/2017
J.P. MORGAN SECURITIES LLC (MILWAUKEE WI)
IL
08/21/2013 - 08/27/2015
MORGAN STANLEY (DEERFIELD IL)
WI
05/30/2008 - 04/26/2012
SVA FINANCIAL SERVICES, LLC (MADISON WI)
WI
12/11/2002 - 05/05/2008
CHARLES SCHWAB & CO., INC. (MADISON WI)
NA
11/21/1986 - 07/05/1990
COLTRANE SECURITIES NETWORK, INC.
NA
09/24/1986 - 12/01/1986
NEW ENGLAND SECURITIES CORPORATION
BOTH
Issued 06/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 11/21/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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