Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shari? Claim Your ProfileShari Lavelle is a financial advisor with over 20 years of experience in the industry. Shari holds a Series 6 license, which allows her to sell variable contracts and mutual funds. She also holds a Series 63 license, allowing her to offer investment advice in Texas. Shari currently works with Mutual of America Securities LLC, and previously was with Mutual of America Life Insurance Company. Shari's professional experience spans across various sectors of the financial services industry, demonstrating a comprehensive understanding of investment strategies and client needs.
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
TX
11/09/2006 - Present
Mutual OF America Securities LLC (HOUSTON TX)
TX
04/26/1999 - 11/16/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (HOUSTON TX)
BC
Issued 10/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shari Lavelle is the right advisor for you? Invested Better is here to help.
