Unclaimed
Sharon Ryan is a financial advisor who has been in the industry since 1999. Sharon is registered with Osaic FA, Inc. in Virginia and has been licensed and registered in a variety of states, including Maryland, North Carolina, Florida and Arkansas. Sharon has experience working with a variety of client types, including individuals, families, businesses, and retirement plans. Sharon has a commitment to providing personalized financial advice and helping her clients reach their financial goals.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
VA
12/10/2003 - Present
Osaic FA, Inc. (NEWPORT NEWS VA)
IN
08/19/1999 - 05/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 12/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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