Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharina? Claim Your ProfileSharina Maria Merid is a financial advisor with over 16 years of experience in the industry. Sharina holds the Series 7, 24, 63, and 65 licenses and is registered with Cetera Investment Advisers LLC, Sageview Advisory Group, LLC, and Sageview Private Client Group, LLC. Sharina specializes in providing financial planning and investment management services to individuals, families, and businesses. Sharina has a strong commitment to helping clients 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.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
CA
11/05/2012 - 09/05/2019
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
CA
11/14/2006 - 11/06/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 7/2/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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