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Sharee Mosher Burkel

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Other Names: Sharee Nicole Batsakes, Sharee Nicole Mosher
Type: SEC and FINRA Registered

Sharee Burkel is a financial professional at Ameriprise Financial Services, Inc., a broker-dealer with over 13,700 registered representatives nationwide. Sharee has held an industry securities registration for 10 years and is subject to SEC and FINRA oversight.

Funds Used With Clients

No advisor funds listed.

Advisor Timeline

No timeline events available.
Ameriprise Financial Services Inc 1 year, 2 months Oct 2014 - Present
SPC 2 years, 7 months Mar 2012 - Oct 2014
Qdro Company, LLC 2 years, 11 months Nov 2011 - Oct 2014
Bdops, Inc. 4 years Dec 2010 - Dec 2014
Sigma Financial Corporation 5 years, 2 months Aug 2009 - Oct 2014
Mosher Advising, LLC 9 years, 1 month Sep 2005 - Oct 2014
Sigma Financial Corporation 3 years, 9 months Sep 2005 - Jun 2009
ExamSeriesPassed Date
Uniform Combined State Law ExaminationSeries 66 09/11/2004
General Securities Representative ExaminationSeries 7 09/02/2004

Answers and Articles

0 Answers and 0 Financial Articles

Top Answers

Sharee Mosher Burkel has not answered any questions on Financial Q&A.

Top Articles

Sharee Mosher Burkel has not contributed any Financial Articles.
*Answers and articles are provided without compensation.

Firm Client Types

High Net Worth Individuals
Pension and Profit Sharing Plans
Charitable Organizations
Corporations or Other Businesses
State or Municipal Government Entities
Insurance Companies

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

License Status

No Disclosures Found

No Disclosures Found

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees