Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon McLean is a financial advisor with Raymond James & Associates, Inc. Sharon has been in the financial services industry since 2006. Before joining Raymond James & Associates, Inc., Sharon McLean worked at several other firms, including LPL FINANCIAL LLC, HANCOCK INVESTMENT SERVICES, INC., PRIMEVEST FINANCIAL SERVICES, INC., WHITNEY SECURITIES, L.L.C., and CITIGROUP GLOBAL MARKETS INC. Sharon McLean is registered with the state of Louisiana. Sharon McLean offers a variety of financial services, including financial planning, portfolio management, and investment advisory 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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
LA
12/21/2018 - Present
Raymond James & Associates, Inc. (BATON ROUGE LA)
LA
01/03/2013 - 12/06/2018
LPL FINANCIAL LLC (BATON ROUGE LA)
LA
02/07/2012 - 12/18/2012
HANCOCK INVESTMENT SERVICES, INC. (BATON ROUGE LA)
LA
02/26/2008 - 02/13/2012
PRIMEVEST FINANCIAL SERVICES, INC. (BATON ROUGE LA)
LA
12/05/2007 - 02/26/2008
WHITNEY SECURITIES, L.L.C. (BATON ROUGE LA)
LA
05/10/2007 - 11/29/2007
CITIGROUP GLOBAL MARKETS INC. (BATON ROUGE LA)
LA
08/25/2006 - 04/11/2007
CAPITAL ONE INVESTMENTS, LLC (BATON ROUGE LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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