Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Sharp is a financial professional with over 20 years of experience in the industry. Joan holds the Series 6, 63 and 65 licenses and is also a Certified Financial Planner and Chartered Financial Consultant. Joan's experience includes working for a variety of financial institutions, including Mid Atlantic Capital Corporation, Wilmington Brokerage Services Company and Glenayr Family Advisors LLC. Joan is currently affiliated with River Family Advisors LLC and has been working with them since 2018. Joan provides financial planning and consulting services for individuals, families, and businesses. Joan has also served as an unpaid member of a family office committee. Joan's experience and expertise make her a valuable asset to her clients and River Family Advisors LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Consulting services on non-securities matters
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.
Fee for monitoring third party managers
1
2
DE
10/19/2021 - Present
River Family Advisors LLC (Wilmington DE)
PA
04/21/2003 - 04/29/2003
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
DE
10/28/1999 - 06/04/2001
WILMINGTON BROKERAGE SERVICES COMPANY (WILMINGTON DE)
IA
Issued 01/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Joan Sharp is the right advisor for you? Invested Better is here to help.
