Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Melville is a registered investment advisor representative with Silver Oak Securities, Inc. Sharon has been in the securities industry for over 23 years. She holds the Series 7, Series 6, Series 31, and Series 66 licenses. She is registered in Utah and Texas. Sharon also offers financial planning and pension consulting services. She has experience working with both individuals and businesses.
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.
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
UT
11/03/2023 - Present
Silver OAK Securities, Inc. (Salt Lake City UT)
UT
09/18/2020 - 11/09/2023
SECURITIES AMERICA, INC. (Salt Lake City UT)
UT
10/09/2019 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Salt Lake City UT)
UT
11/02/2017 - 10/10/2019
EK RILEY INVESTMENTS, LLC (Salt Lake City UT)
UT
08/10/2011 - 11/06/2017
MORGAN STANLEY (SALT LAKE CITY UT)
MD
02/05/1996 - 10/31/2001
LOMBARD SECURITIES INCORPORATED (BALTIMORE MD)
NC
01/01/1996 - 02/09/1996
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
11/29/1994 - 01/01/1996
FIRST FIDELITY BROKERS, INC. (NEWARK NJ)
NA
04/04/1994 - 12/14/1994
BALTIMORE BANCORP INVESTMENT SERVICES, INC.
WI
09/22/1993 - 01/28/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
IN
04/03/1993 - 07/06/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/03/1993 - 07/06/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
VA
07/31/1991 - 02/12/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
IL
03/14/1991 - 08/22/1991
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
05/29/1990 - 09/06/1990
UNITED PACIFIC FINANCIAL SERVICES, INC.
NA
11/29/1989 - 06/05/1990
CROSSLAND INVESTOR SERVICES CORP.
BOTH
Issued 09/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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