Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shara? Claim Your ProfileShara Gleason is a financial advisor who has been working in the industry since December 2003. Shara is currently registered with Empower Advisory Group, LLC and is licensed in Pennsylvania and South Carolina. Shara has previously worked with VALIC Financial Advisors, Inc., GWFS Equities, Inc. and BB&T Investment Services, Inc. She has a wide range of experience working with different client types including high-net-worth individuals, corporations, charitable organizations, pension plans, and state and municipal governments. Shara offers financial planning, educational seminars, and portfolio management services.
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.
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
CO
12/17/2021 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
TX
07/18/2005 - 02/03/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
CO
01/26/2004 - 07/12/2005
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NC
07/03/2003 - 12/12/2003
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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