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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Perkins Bunker is a financial advisor with Cambridge Investment Research Advisors, Inc. Sharon has been working in the financial services industry since 2001. Sharon's current registrations include Series 63, 66, and 7. Sharon specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Sharon is also a notary public and has a previous work history with Commonwealth Financial Network, Ameriprise Financial Services, Inc., and Purshe Kaplan Sterling Investments, Inc.
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
ME
04/24/2024 - Present
Cambridge Investment Research Advisors, Inc. (Biddeford ME)
ME
01/05/2018 - 07/31/2020
PURSHE KAPLAN STERLING INVESTMENTS (PORTLAND ME)
ME
05/07/2014 - 03/08/2016
COMMONWEALTH FINANCIAL NETWORK (KENNEBUNK ME)
ME
05/29/2013 - 01/30/2014
AMERIPRISE FINANCIAL SERVICES, INC. (PORTLAND ME)
NY
02/14/2012 - 06/14/2013
COMMONWEALTH FINANCIAL NETWORK (LARCHMONT NY)
ME
01/06/2003 - 02/23/2010
COMMONWEALTH FINANCIAL NETWORK (CUMBERLAND FORESIDE ME)
MN
11/13/2002 - 01/10/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/17/2001 - 03/06/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/17/2001 - 03/06/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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