Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Santopadre is a financial advisor registered with Integrated Wealth Concepts LLC, based in Algonquin, Illinois. Sharon is also a licensed insurance agent. Sharon has been in the financial services industry since 1998 and has worked with Scudder Financial Services, Inc. and Wintrust Investments LLC in the past. Sharon holds Series 7, 7TO, 27, and 66 licenses. Sharon specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
04/27/2021 - Present
Integrated Wealth Concepts LLC (Algonquin IL)
IL
08/03/2011 - 04/20/2021
WINTRUST INVESTMENTS LLC (ALGONQUIN IL)
MA
06/18/1999 - 06/03/2002
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
05/18/1999 - 06/03/2002
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IL
05/19/1998 - 06/03/2002
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 10/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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