Unclaimed
Sharon Weber is a financial advisor with over 20 years of experience in the financial services industry. Sharon is registered with J.P. Morgan Securities LLC and has held previous positions with CHASE INVESTMENT SERVICES CORP. and BANC ONE SECURITIES CORPORATION. Sharon is a Series 6 and Series 63 licensed professional, and holds the SIE designation. Sharon specializes in a variety of financial 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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
10/01/2012 - Present
J.p. Morgan Securities LLC (WINNETKA IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WINNETKA IL)
IL
02/16/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 02/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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