Unclaimed
Sharon Pusey is a financial professional with over 16 years of experience in the financial services industry. Sharon is a registered representative of State Farm Investment Management Corp. and offers investment advisory services through the firm. Sharon has also been an insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates since 2007. Sharon holds the Series 6, Series 63, and SIE licenses. She also holds the Chartered Financial Consultant designation.
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.
Strategic management for diversified investment portfolios.
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
07/21/2023 - Present
State Farm Investment Management Corp. (Houtzdale PA)
BC
Issued 05/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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