Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pat? Claim Your ProfilePat Keith Sharp is a financial advisor with over 30 years of experience in the industry. Pat has a wide range of experience working with various clients, from individuals to small businesses to charitable organizations. Pat is currently registered with TVAMP, LLC, and is licensed to provide investment advice in Tennessee and Texas. Pat offers a variety of financial services, including financial planning, investment management, and educational seminars. Pat is passionate about helping clients achieve their financial goals.
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.
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2
TN
11/25/2015 - Present
Tvamp, LLC (KNOXVILLE TN)
TN
11/24/2004 - 11/25/2015
FTB ADVISORS, INC. (KNOXVILLE TN)
NC
09/30/2002 - 12/07/2004
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
11/15/2001 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
GA
12/07/1999 - 11/16/2001
SUNTRUST SECURITIES, INC. (ATLANTA GA)
TN
02/01/1996 - 11/04/1999
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
MA
02/02/1994 - 01/31/1996
JMC INVESTMENT SERVICES, INC. (BOSTON MA)
MA
01/12/1989 - 01/28/1994
JMC FINANCIAL CORPORATION (BOSTON MA)
NA
11/22/1985 - 01/27/1989
PRINCOR FINANCIAL SERVICES CORPORATION
NA
04/06/1982 - 12/12/1985
SMA EQUITIES, INC.
BOTH
Issued 10/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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