Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Derrah beesley is a registered representative with Wells Fargo Clearing Services, LLC. Sharon has been in the financial services industry since 1992 and has worked with various firms, including Citigroup Global Markets Inc. and Lehman Brothers Inc. Sharon is licensed to provide investment advice in multiple states and holds several professional licenses, including Series 7, Series 6, Series 63, and Series 65. Sharon is an experienced financial professional who is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Investment consulting services to institutional clients
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
NV
04/21/2011 - Present
Wells Fargo Clearing Services, LLC (RENO NV)
NV
12/19/2005 - 03/03/2008
WELLS FARGO INVESTMENTS, LLC (RENO NV)
NY
07/31/1993 - 12/02/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/22/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
CA
09/23/1991 - 01/31/1992
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 01/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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