Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharina? Claim Your ProfileSharina C. Smith is a financial advisor with LPL Financial LLC in Springfield, MO. Sharina has been in the financial services industry since 2014. Sharina has passed the Series 6, 7, 63, 65 and 66 exams. Sharina is registered with the state of Missouri. Sharina's previous experience includes working with MML Investors Services, LLC, Morgan Stanley, and The O.N. Equity Sales Company. In addition to her work as a financial advisor, Sharina is also an adjunct instructor at Ozarks Technical Community College.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MO
03/14/2024 - Present
LPL Financial LLC (SPRINGFIELD MO)
MO
04/17/2023 - 07/06/2023
MML INVESTORS SERVICES, LLC (Springfield MO)
MO
08/18/2021 - 02/23/2023
MORGAN STANLEY (Springfield MO)
MO
10/18/2017 - 08/03/2021
MML INVESTORS SERVICES, LLC (Springfield MO)
MO
06/30/2014 - 05/05/2016
THE O.N. EQUITY SALES COMPANY (SPRINGFIELD MO)
BOTH
Issued 07/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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