Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Hallax is a financial advisor with over 25 years of experience in the financial services industry. Sharon is currently registered with Grove Point Investments, LLC in Rockville, Maryland. Prior to joining Grove Point Investments, LLC, Sharon was employed by H. BECK, INC. Sharon has a wide range of experience in the financial services industry, including experience with INVEST FINANCIAL CORPORATION, WORLD GROUP SECURITIES, INC., J.P. TURNER & COMPANY, L.L.C., FIRST FOUNDERS SECURITIES, INC., STERNE AGEE FINANCIAL SERVICES, INC., CAPWEST SECURITIES, INC., WMA SECURITIES, INC., and INTERSSECURITIES, INC. Sharon holds the following licenses and certifications: Series 6, Series 7, Series 24, Series 26, Series 28, Series 51, Series 63, Series 65, Series 99TO and SIE.
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.
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.
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2
MD
09/08/2021 - Present
Grove Point Investments, LLC (ROCKVILLE MD)
MD
04/23/2018 - 03/03/2020
H. BECK, INC. (ROCKVILLE MD)
FL
01/06/2012 - 03/20/2018
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
12/14/2011 - 01/19/2012
WORLD GROUP SECURITIES, INC. (JACKSONVILLE FL)
FL
11/05/2008 - 12/21/2009
J.P. TURNER & COMPANY, L.L.C. (BRANDON FL)
FL
03/05/2004 - 11/07/2008
FIRST FOUNDERS SECURITIES, INC. (TAMPA FL)
AL
09/18/2002 - 04/21/2004
STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
CO
04/08/2002 - 10/03/2002
CAPWEST SECURITIES, INC. (GREELEY CO)
GA
06/06/1994 - 03/18/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
05/03/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 01/25/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 07/21/2005
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 02/24/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/30/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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