Unclaimed
Sharon Davis is a financial advisor at First Horizon Advisors, Inc. Sharon is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the financial services industry. Sharon is dedicated to helping clients achieve their financial goals and is committed to providing personalized financial advice. Sharon is a Series 6 and Series 63 licensed advisor and holds the Series 99TO and SIE licenses. Sharon has a strong commitment to providing exceptional client service and strives to build lasting relationships with each of her clients.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
05/20/2003 - Present
First Horizon Advisors, Inc. (MEMPHIS TN)
NA
03/17/1988 - 10/23/1989
USAA INVESTMENT MANAGEMENT COMPANY
BC
Issued 03/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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