Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shari? Claim Your ProfileShari Lyle is a registered representative with First Horizon Advisors, Inc. Shari has been working in the financial services industry since 2005 and is licensed in multiple states. Shari Lyle specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. She holds Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Shari is committed to providing her clients with personalized financial advice and helping them 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.
1
2
TN
02/21/2024 - Present
First Horizon Advisors, Inc. (Brentwood TN)
TN
06/18/2008 - 11/28/2008
FIFTH THIRD SECURITIES, INC. (NASHVILLE TN)
TN
09/15/2005 - 06/26/2008
CITIGROUP GLOBAL MARKETS INC. (NASHVILLE TN)
IA
Issued 07/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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