Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Squyres is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Sharon has over 20 years of experience in the financial services industry. Sharon holds a Series 7, Series 63, and Series 66 licenses and is registered to provide investment advice in all 50 states, the District of Columbia and Puerto Rico.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
11/04/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORPUS CHRISTI TX)
TX
08/26/2021 - 01/04/2022
LPL FINANCIAL LLC (PORTLAND TX)
TX
06/09/2021 - 09/16/2021
CETERA ADVISOR NETWORKS LLC (CORPUS CHRISTI TX)
TX
06/14/2018 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CORPUS CHRISTI TX)
TX
05/11/2010 - 06/19/2018
NEXT FINANCIAL GROUP, INC. (PORTLAND TX)
TX
07/03/2001 - 10/27/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (CORPUS CHRISTI TX)
BOTH
Issued 11/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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