Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Wilson is a registered investment advisor with over 20 years of experience in the financial services industry. Sharon is currently a registered representative at Morgan Stanley in Irvine, California. Sharon has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Sharon is committed to helping clients achieve their financial goals through a personalized approach.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
12/05/2023 - Present
Morgan Stanley (Irvine CA)
FL
08/26/2022 - 10/13/2023
TRADESTATION SECURITIES, INC. (PLANTATION FL)
IL
06/07/2001 - 07/22/2002
CALAMOS FINANCIAL SERVICES, INC. (NAPERVILLE IL)
IA
Issued 07/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2022
Series 3 - National Commodity Futures Examination
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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