Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharesa? Claim Your ProfileSharesa Williams is a financial professional with over 10 years of experience in the industry. Sharesa is currently registered with Fidelity Brokerage Services LLC. Sharesa is a Series 7 and Series 63 licensed professional. Prior to Fidelity, Sharesa was a registered representative with BOK FINANCIAL SECURITIES, INC. and WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC. Sharesa has a strong background in securities, and is committed to providing her clients with the highest level of service.
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.
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.
1
2
RI
08/19/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
OK
04/13/2023 - 07/22/2024
BOK FINANCIAL SECURITIES, INC. (TULSA OK)
OK
03/13/2014 - 01/30/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TULSA OK)
NA
03/20/1990 - 11/19/1990
LEHMAN BROTHERS INC.
BC
Issued 06/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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