Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Letalon has been in the financial services industry since 1995. Sharon is currently registered with Innovation Partners LLC in Charlotte, NC. Previously, Sharon was registered with several other firms, including World Capital Brokerage, Inc., J.W. Cole Financial, Inc., Wunderlich Securities, Inc., GunnAllen Financial, Inc, Berthel, Fisher & Company Financial Services, Inc., Capital Securities of America, Inc., Wachovia Securities Financial Network, LLC, JWGenesis Financial Group, Inc, and Chatfield Dean & Co., Inc. Sharon specializes in Retirement Planning and has extensive knowledge of managing portfolios for both businesses and individuals.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
09/16/2015 - Present
Innovation Partners LLC (CHARLOTTE NC)
FL
10/09/2012 - 09/10/2015
WORLD CAPITAL BROKERAGE, INC. (ORLANDO FL)
FL
12/08/2010 - 08/20/2012
J.W. COLE FINANCIAL, INC. (ORLANDO FL)
FL
04/01/2010 - 12/09/2010
WUNDERLICH SECURITIES, INC. (ORLANDO FL)
FL
09/26/2006 - 03/29/2010
GUNNALLEN FINANCIAL, INC (ORLANDO FL)
FL
11/04/2005 - 09/05/2006
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ORLANDO FL)
OH
02/06/2004 - 10/31/2005
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
MO
01/02/2001 - 02/27/2004
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
FL
01/04/1999 - 01/02/2001
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
CO
09/25/1995 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 06/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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