Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Ann Guilliams is a registered investment advisor representative with State Farm Investment Management Corp., with offices in Wooster, OH. Sharon is a licensed agent in Ohio and Illinois. Sharon has been in the industry for over 10 years and holds the Series 63, 65 and SIE licenses. Sharon has experience working with investment companies, insurance companies and individuals. Sharon is also the owner of Sharon Guilliams's Insurance Agency, which provides insurance services.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
OH
07/10/2023 - Present
State Farm Investment Management Corp. (Wooster OH)
IA
Issued 06/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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