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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Beth Duncan is a financial advisor currently working at Commonwealth Financial Network. Sharon Beth Duncan is a CERTIFIED FINANCIAL PLANNER™ professional and has been working in the financial industry since May 2004. Sharon Beth Duncan holds the Series 66, Series 7, and Series 24 securities licenses and is registered in 37 states. Sharon Beth Duncan has been registered with Commonwealth Financial Network since July 2009. Prior to working at Commonwealth Financial Network, Sharon Beth Duncan worked at LPL Financial Corporation and A. G. Edwards & Sons, 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.
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.
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2
TX
07/31/2009 - Present
Commonwealth Financial Network (SUGAR LAND TX)
TX
09/24/2007 - 08/04/2009
LPL FINANCIAL CORPORATION (FRIENDSWOOD TX)
TX
05/14/2004 - 10/04/2007
A. G. EDWARDS & SONS, INC. (HOUSTON TX)
BOTH
Issued 06/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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