Unclaimed
Sharon Robinson is a financial advisor located in Sacramento, CA. Sharon is currently registered with MML Investors Services, LLC and previously worked at MSI Financial Services, INC. and MetLife Securities INC. Sharon has been in the industry since 2009 and has passed the Securities Industry Essentials Examination and General Securities Representative Examination. Sharon has a wide range of experience and expertise, and is committed to providing her clients with personalized financial advice and guidance.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
CA
11/08/2017 - Present
MML Investors Services, LLC (SACRAMENTO CA)
CA
08/12/2009 - 10/26/2016
MSI FINANCIAL SERVICES, INC. (SACRAMENTO CA)
CA
06/04/2008 - 03/04/2009
METLIFE SECURITIES INC. (SACRAMENTO CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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