Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon McKelvey is a financial advisor with Cambridge Investment Research, Inc. located in Grafton, Wisconsin. Sharon has been working in the financial services industry since September 1997. Sharon has experience in various financial markets and is licensed in Wisconsin.
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.
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.
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2
WI
10/23/2017 - Present
Cambridge Investment Research, Inc. (Grafton WI)
WI
06/15/2009 - 10/23/2017
INVESTMENT CENTERS OF AMERICA, INC. (GRAFTON WI)
WI
04/25/2006 - 06/15/2009
THE O.N. EQUITY SALES COMPANY (GRAFTON WI)
IA
09/02/1999 - 04/18/2006
EAGLE ONE INVESTMENTS, LLC (WASHINGTON IA)
WI
09/08/1997 - 09/03/1999
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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