Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Rose Kresse is an investment advisor representative with Ameriprise Financial Services, LLC. Sharon has been in the financial services industry since November 1980 and has been registered with the state of Nebraska since April 1996. Sharon holds the Series 6, 7, 22, 24, 53, 63 and 65 securities licenses. Sharon also has a Uniform Investment Adviser Law Examination (Series 65) and a Uniform Securities Agent State Law Examination (Series 63) licenses. Sharon's experience includes working with individuals, high net worth individuals, corporations, charitable organizations, trusts, and pensions. Sharon is also a registered investment advisor in the state of Texas.
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.
Asset allocation services
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.
1
2
NE
12/01/2006 - Present
Ameriprise Financial Services, LLC (Lincoln NE)
MN
11/26/1980 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/26/1980 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 07/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/24/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sharon Kresse is the right advisor for you? Invested Better is here to help.
