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SS

Sharon L. Schader

Some features on this profile are disabled
CRD#: 2913143
SS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sharon Leslie Schader, who also goes by Sharon Leslie Dueker, Sharon Schader, Sharon Leslie Webb, was a registered financial professional .

Sharon is a previously registered financial professional and started their career in finance in 1998. Sharon had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Sharon Leslie Dueker | Sharon Schader | Sharon Leslie Webb

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 13810 SE Eastgate Way Suite 300, Bellevue, WA 98005; Start 08/2018; Commissions; Insurance Broker; 1 hour per month, 0 during business hours; insurance related] [Children's Book Author; Writing children's books and a novel, "You are Loved". non-fiction book for young children. The second book is "Princess Blu"; 1225 Bellefield Park Lane, Bellevue WA 98004; start 04/2007; 4 hours per month; writer; non investment related] [Rental Property; Condominium Rental Property at SummerHill; 5213 238th Ln SE Issaquah, WA 98029; start 06/2015; Owner; Rental Income; 1 hour per month, 0 during business hours; Real Estate related]

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 26, 2025 - September 12, 2025

MBS SOURCE ETRADING, INC.

BD
CRD#: 164958
MERCER ISLAND, WA
Past

September 4, 2020 - March 7, 2025

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
BELLEVUE, WA
Past

April 15, 2020 - March 7, 2025

NYLIFE SECURITIES LLC

BD
CRD#: 5167
BELLEVUE, WA
Past

November 23, 2018 - October 29, 2019

MBS SOURCE ETRADING, INC.

BD
CRD#: 164958
MERCER ISLAND, WA
Past

October 23, 2017 - May 11, 2018

280 SECURITIES LLC

BD
CRD#: 284939
Seattle, WA
Past

September 30, 2016 - November 15, 2016

EK RILEY INVESTMENTS, LLC

BD
CRD#: 121003
SEATTLE, WA
Past

October 2, 2012 - September 9, 2016

NYLIFE SECURITIES LLC

BD
CRD#: 5167
BELLEVUE, WA
Past

June 26, 2008 - January 26, 2011

OPPENHEIMER & CO. INC.

BD
CRD#: 249
BELLEVUE, WA
Past

September 4, 2001 - September 2, 2005

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
SEATTLE, WA
Past

August 17, 2001 - September 2, 2005

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

June 26, 2000 - May 14, 2001

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

March 9, 2000 - June 9, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

August 20, 1998 - October 19, 1999

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 7/1/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/30/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/11/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/25/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/28/2019
General Securities Principal Examination

Current Firm

MS
MBS SOURCE ETRADING, INC.
MBS MARKETPLACE | MBS SOURCE ETRADING, INC.

CRD#: 164958 / SEC#: , 8-69123

BD
Terminated by SEC on 11/10/2025
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Contact information

Main Address
Mailing Address
Phone number
Established
Washington since 05/11/2012
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
MBS SOURCE HOLDINGS, INC.SHAREHOLDER
CHILO, CYNTHIA MICHELLEFINOP6494031
CLOYD, JOSHUACCO7370953
SZABO, MIHAICEO4748876

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MBS SOURCE ETRADING, INC.

CRD#: 164958

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