Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Kathleen Pass is a financial professional with over 30 years of experience in the financial services industry. Sharon has been with Charles Schwab & Co., Inc. since January 2013, and is currently registered as a representative in Florida. She has also held previous roles with INVEST FINANCIAL CORPORATION, DEAN WITTER REYNOLDS INC., KIDDER, PEABODY & CO. INCORPORATED and RAYMOND JAMES & ASSOCIATES, 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
01/24/2013 - Present
Charles Schwab & CO., Inc. (Orlando FL)
WI
07/25/1989 - 05/11/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
07/14/1988 - 09/01/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
01/22/1988 - 08/01/1988
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
04/21/1987 - 02/10/1988
RAYMOND JAMES & ASSOCIATES, INC.
BC
Issued 05/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/05/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/20/1989
Series 4 - Registered Options Principal Examination
BC
Issued 06/22/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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