Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Eugene Sharer is a financial professional with over 30 years of experience in the industry. David Sharer is currently registered with Missionsquare Retirement and has been in this role since 2005. Prior to that, David Sharer worked at GWFS Equities, Inc. in Greenwood Village, Colorado. David Sharer is registered in multiple states and holds several licenses and certifications, including Series 6, 63, 65, and 26.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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DC
12/01/2016 - Present
Missionsquare Retirement (WASHINGTON DC)
CO
06/09/1993 - 01/14/2005
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 12/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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