Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Stevens is a registered representative with Principal Securities, Inc. She is also an Investment Advisor Representative and holds Series 63, 65 and SIE licenses. Sharon has been in the financial industry since 2020, and has experience working with clients in Washington and Oregon. Sharon Stevens is a Registered Representative and Investment Advisor Representative of Principal Securities, Inc. She is also a licensed life insurance agent and offers fixed insurance products in addition to securities and investment advisory services. She is committed to providing her clients with financial advice and solutions that help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
WA
07/22/2024 - Present
Principal Securities, Inc. (SAMMAMISH WA)
WA
09/14/2020 - 01/24/2024
NYLIFE SECURITIES LLC (SAMMAMISH WA)
IA
Issued 07/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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