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 Piet is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Sharon has been in the industry for over 20 years. She is registered with FINRA and the state of Illinois. Sharon has passed the Series 7, Series 63, Series 66, SIE and Series 99TO exams. She provides financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Sharon also has experience working with My Advisor & Planner LLC, Podesta & Co., and M Holdings Securities, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
02/01/2022 - Present
Raymond James Financial Services Advisors, Inc. (Geneva IL)
IL
07/14/2015 - 02/01/2022
M HOLDINGS SECURITIES, INC. (Geneva IL)
IL
01/20/2000 - 06/29/2015
PODESTA & CO. (CHICAGO IL)
BOTH
Issued 02/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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