Shannon Sharrer, financial advisor Pittsburgh PA

Shannon Sharrer

CRD Number: 4595141
Current Firm: Ameriprise Financial Services, LLC

Shannon Sharrer (CRD# 4595141) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pittsburgh, PA and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, LLC Pittsburgh, PA Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Pittsburgh, PA Jun 2018 - Current 5
Investment Professionals, Inc. Indiana, PA Nov 2006 - Sep 2018 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2005
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Shannon Q. Sharrer
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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