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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharayah? Claim Your ProfileSharayah Joy Reed is a financial advisor with over 5 years of experience. Sharayah has a Series 6, 7, 63 and 65 license. Sharayah works for Wealthpenn.comllc which is headquartered in Purchase, NY and manages over $1 trillion in assets. The firm provides financial planning, investment advisory, and other services for individuals and institutions. Sharayah is registered in 41 states and the District of Columbia. Sharayah has previously worked for Wells Fargo Clearing Services, 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VA
01/21/2020 - Present
Morgan Stanley (WINCHESTER VA)
VA
08/01/2014 - 08/07/2019
WELLS FARGO CLEARING SERVICES, LLC (WINCHESTER VA)
IA
Issued 9/2/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 8/1/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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