Unclaimed
Gus Arvin Sharp is an investment advisor representative for Cetera Investment Advisers LLC. Gus has been in the financial services industry for over 27 years and has a strong track record of providing financial advice to individuals, families, and businesses. Gus also holds various licenses and certifications, including Series 6, Series 63, and Series 65. Prior to joining Cetera Investment Advisers LLC, Gus worked at VOYA FINANCIAL ADVISORS, INC., and Waddell & Reed, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MT
06/29/2023 - Present
Cetera Investment Advisers LLC (HAVRE MT)
MT
07/01/2003 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (HAVRE MT)
KS
06/07/1995 - 07/09/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 1/4/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/3/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/3/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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