Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharmin? Claim Your ProfileSharmin Liza Shanta is a financial advisor at PNC Investments. Sharmin has been in the financial services industry since March 2014. Sharmin is a Registered Representative and Investment Advisor Representative in Texas. Sharmin specializes in providing financial advice to individuals, corporations, and other businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
02/12/2023 - Present
PNC Investments (McKinney TX)
TX
04/01/2022 - 01/21/2023
J.P. MORGAN SECURITIES LLC (Plano TX)
TX
02/12/2019 - 03/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MCKINNEY TX)
BOTH
Issued 04/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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