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Sharlene Bolle

Licensed Sales Assistant


 Office: 518.730.9040

 Email: sharlene.bolle@lpl.com


 1187 Troy Schenectady Road, Latham, NY 12110

Get to know Sharlene.

Sharlene has more than 20 years of exerperience working in the financial services industry. She has held several different positions, ranging from Bank Teller to Assistant Branch Manager, before joining the Life Stage Advisory team as a Licensed Sales Assistant. Sharlene's background offers a unique perspective into client needs which is complemented by her broad span of knowledge and experience. She supports clients with investment questions as well as account servicing and coordination.
 
What are you able to offer clients that makes you stand out from the rest?
I go the extra mile and take time to ensure that every member receives the best possible service. My philosophy is to treat my members the same way I would expect to be treated and make sure they feel our "good vibes" culture.
 
What is the most inspiring part of your job?
Helping people reach their financial goals.
 
Finish this sentence: “On a typical weekend, you can usually find me…”
Enjoying time with my husband and our sons. In the spring and summer, we often travel to BMX competitions where my sons and husband race. We also enjoy camping - traveling to our favorite campgrounds throughout the summer with our 5th wheel camper. In the colder months, I like to snuggle up with a good book or a movie.
 
What is one quote you live by?
Don’t stop until you’re proud.
 
What was your proudest moment?
Of course, becoming a wife and mother! Professionally, recently becoming a Licensed Registered Representative. Working full-time and being a mother of two while I worked on accomplishing this was no easy task. I worked hard and studied for months to pass the required exams. I am very proud of myself to have accomplished this.
 
What is the best advice you have ever received?
The worst they can say is "no."
 
What do you enjoy about the work you do?
Getting to know our clients, watching them grow to achieve their financial successes, seeing their children go to college, or knowing that they are set to retire on time having achieved their financial goals.
 
What do you think are the best skills you bring to your job?
I go the extra mile for our clients and make sure they are taken care of to the best of my ability.
 
 
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer(member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sunmark Credit Union and Sunmark Life Stage Advisory are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Sunmark Life Stage Advisory, and may also be employees of Sunmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sunmark Credit Union or Sunmark Life Stage Advisory. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or
Any Other Government Agency
Not Credit Union
Guaranteed
Not Credit Union
Deposits or Obligations
May Lose Value


Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Sunmark Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
 
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

"I go the extra mile for our clients and make sure they are taken care of to the best of my ability."