Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharise? Claim Your ProfileSharise Harrison is a financial advisor with over 10 years of experience in the industry. Sharise is currently registered with LPL Financial LLC, a large independent broker-dealer with over $50 billion in assets under management. Before joining LPL Financial LLC, Sharise was a registered representative with Fidelity Brokerage Services LLC, Robinhood Financial, LLC, PFS Investments Inc., Vanguard Marketing Corporation, and Wells Fargo Advisors, LLC. Sharise has a wide range of experience working with individual clients, businesses, pension plans and charitable organizations. Sharise is passionate about providing financial advice and investment management services to her clients to help them reach 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.
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.
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2
SC
10/06/2023 - Present
LPL Financial LLC (FORT MILL SC)
RI
05/20/2023 - 06/20/2023
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NC
05/24/2021 - 08/10/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
NC
03/15/2018 - 05/29/2019
PFS INVESTMENTS INC. (CHARLOTTE NC)
NC
10/21/2013 - 01/05/2017
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
06/05/2012 - 08/16/2013
WELLS FARGO ADVISORS, LLC (MT. HOLLY NC)
BC
Issued 06/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/06/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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