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Sharon Ann Martin

Profit Strategies, Inc.

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About Sharon Ann Martin

Sharon Ann Martin is a registered Investment Advisor Representative with Profit Strategies, Inc. Sharon has been in the financial services industry for over 30 years. Sharon is the President and owner of Profit Strategies, Inc., a company that provides investment advisory services, life insurance, group health/benefits, human resources consulting and bookkeeping. Sharon has been with Profit Strategies, Inc. since June of 1999. Prior to that, Sharon was an Investment Advisor Representative with FINANCIAL WEST GROUP, a Registered Investment Advisor firm from June 1999 to January 2007. Sharon has provided financial planning and investment advisory services to a variety of clients including individuals, corporations and pension plans. Sharon is committed to providing her clients with the highest quality financial advice. Sharon Ann Martin is a Series 63, 65, and 7 licensed advisor.

Firm Information

Sharon Martin is currently registered with Profit Strategies, Inc.. Profit Strategies, Inc. is an investment advisor registered with the SEC, with a focus on portfolio management for individuals and businesses. They provide pension consulting and selection of other advisors to their clients, managing approximately $23.9 million in assets across 36 accounts. They have a strong focus on pension and profit-sharing plans, with 8 clients in this category and $8.1 million in assets under management. Their client base also includes high-net-worth individuals and individuals other than high-net-worth.

$23.92M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sharon Martin’s Registration & Firm History

CA

01/08/2007 - Present

Profit Strategies, Inc. (Westlake Village CA)

CA

06/08/1999 - 01/12/2007

FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)

NY

06/03/1994 - 06/09/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

12/14/1987 - 06/01/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

03/22/1983 - 12/22/1987

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

IA

Issued 09/01/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sharon Ann Martin.
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