Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Elaine Berry is a financial advisor with over 30 years of experience. Sharon is currently registered with ISC Advisors, Inc., which is a Dallas, TX based investment advisor. Sharon has previously worked for Frost Brokerage Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and USAA Investment Management Company. Sharon holds a number of professional designations, including Chartered Financial Consultant. Sharon has also passed a number of securities exams.
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.
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.
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2
TX
12/07/2021 - Present
ISC Advisors, Inc. (DALLAS TX)
TX
12/18/2015 - 12/03/2021
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
NY
10/23/2009 - 09/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
08/05/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
TX
10/13/1992 - 08/12/2004
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 11/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2000
Series 4 - Registered Options Principal Examination
BC
Issued 12/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 06/26/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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