Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Gail Joseph is a registered representative with LPL Financial LLC in FREDERICKSBURG, TX. Sharon has been in the financial services industry since 1984. Sharon is also a registered investment advisor representative in Texas. She is a registered representative of FINRA and MSRB. Sharon has passed the Series 7, Series 24, Series 63, and Series 66 exams. Sharon has specialized experience in retirement planning, college savings, and estate planning. Sharon has also worked for ARNESON, KERCHEVILLE AND ASSOCIATES, INC., INVEST FINANCIAL CORPORATION, MAINLAND SECURITIES CORP., TEXAS FIRST BROKERAGE SERVICES, INC., and ROTAN MOSLE INC.
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.
Consulting and other non-discretionary advisory services
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
TX
01/12/2015 - Present
LPL Financial LLC (FREDERICKSBURG TX)
TX
04/24/1990 - 12/22/1993
ARNESON, KERCHEVILLE AND ASSOCIATES, INC. (SAN ANTONIO TX)
WI
03/11/1988 - 03/30/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
07/30/1985 - 02/27/1988
MAINLAND SECURITIES CORP.
NA
12/19/1984 - 08/15/1985
TEXAS FIRST BROKERAGE SERVICES, INC.
NA
07/20/1983 - 08/02/1984
ROTAN MOSLE INC.
BOTH
Issued 01/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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