Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Blechinger is a registered representative with Cambridge Investment Research Advisors, Inc. with over 27 years of experience in the financial services industry. Sharon holds Series 63, 66, and 7 licenses as well as the SIE exam. She is currently registered to conduct securities business in 20 states. Sharon is a member of the Cambridge Investment Research Advisors, Inc. team, and works with clients in Wisconsin, Texas, California and other states.
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.
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.
Solicitation fees from 3rd party money managers
1
2
WI
04/29/2010 - Present
Cambridge Investment Research Advisors, Inc. (Madison WI)
WI
11/19/2004 - 04/29/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
ND
07/23/1997 - 11/17/2004
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
AZ
10/15/1996 - 07/23/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 10/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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