Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Olson is a financial advisor with LPL Financial LLC in Bloomington, MN. Sharon has been in the financial industry since 1982 and has a broad range of experience in the field. She has a Series 7, Series 24, and Series 63 license. Sharon is a Certified Financial Planner and offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. She is committed to helping her clients achieve their financial goals.
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.
1
2
MN
03/18/2003 - Present
LPL Financial LLC (BLOOMINGTON MN)
MN
07/24/1991 - 05/17/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
09/21/1988 - 05/17/2000
C.R.I. SECURITIES, INC. (ST. PAUL MN)
SC
03/31/2000 - 04/03/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
07/30/1983 - 09/21/1988
CONSOLIDATED RESOURCES, INC.
NA
11/24/1982 - 07/28/1983
FDI SECURITIES, INC.
BC
Issued 01/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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