Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Diana Ulett is a registered representative with PFS Investments Inc. Sharon has been in the securities industry for over 5 years. Sharon specializes in Investment Company Products/Variable Contracts Representative and holds the Series 6, SIE, and Series 63 licenses. Sharon works with clients of all types, but primarily focuses on high-net-worth individuals, corporations, and individuals other than high-net-worth. Sharon is located in Wrightstown, PA.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
04/21/2018 - Present
PFS Investments Inc. (WRIGHTSTOWN PA)
BC
Issued 10/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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