Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharlene? Claim Your ProfileSharlene Velez Asuncion is a financial advisor with over 4 years of experience in the financial services industry. Sharlene is currently registered with Wells Fargo Advisors Financial Network, LLC in Walnut Creek, California. Sharlene has previously worked with Ameriprise Financial Services, LLC and Raymond James & Associates, Inc. Sharlene holds the Series 66, Series 7, and SIE licenses. Sharlene is registered in California, Kentucky and Vermont. Sharlene specializes in financial planning, portfolio management for individuals and businesses, and investment consulting services. Sharlene is committed to providing her clients with personalized financial advice and guidance to help 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.
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.
Investment consulting services to institutional clients
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
CA
06/12/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WALNUT CREEK CA)
CA
01/20/2020 - 04/18/2023
AMERIPRISE FINANCIAL SERVICES, LLC (WALNUT CREEK CA)
CA
07/29/2019 - 12/16/2019
RAYMOND JAMES & ASSOCIATES, INC. (WALNUT CREEK CA)
BOTH
Issued 10/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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