Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Kosir krumme has been in the financial services industry since September 17, 1978. Sharon currently works at Wells Fargo Clearing Services, LLC and is registered in Minnesota and Texas. Sharon holds Series 63, 65, 7 and SIE licenses and was previously employed by UBS Financial Services Inc., Piper Jaffray Inc., IDS Life Insurance Company, IDS Marketing Corporation and Investors Diversified Services, Inc.
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.
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.
Investment consulting services to institutional clients
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
MN
09/09/2013 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
07/15/1994 - 03/26/2009
UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
MN
03/14/1980 - 08/03/1994
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
09/18/1978 - 03/15/1980
IDS LIFE INSURANCE COMPANY
NA
09/18/1978 - 03/15/1980
IDS MARKETING CORPORATION
NA
09/18/1978 - 03/15/1980
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 05/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1980
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1978
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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