Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon D. Welch is a financial advisor registered with LPL Financial LLC. Sharon has been in the financial services industry since April 18, 2013 and has been registered with LPL Financial LLC since February 2023. Sharon holds the Series 7, Series 63, and Series 66 securities licenses and is registered with the following states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Louisiana, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Sharon has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Consulting and other non-discretionary advisory services
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.
1
2
AZ
02/22/2023 - Present
LPL Financial LLC (PHOENIX AZ)
AZ
12/19/2013 - 02/17/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
NY
12/03/1997 - 08/03/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sharon Welch is the right advisor for you? Invested Better is here to help.
