Unclaimed
Sharon Kathleen Williams is a financial advisor at State Farm Investment Management Corp. She has been in the financial industry since 1992. Sharon Williams is registered as a broker-dealer with the following states: Florida, Maine, and Pennsylvania. Sharon Williams is also registered as an Investment Advisor Representative in Maine and Pennsylvania. Sharon Williams is a Chartered Financial Consultant. Sharon Williams is licensed with State Farm Investment Management Corp. Sharon Williams also owns Sharon Stump's Insurance Agency and Altius Vocatio Enterprises LLC.
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
08/17/2018 - Present
State Farm Investment Management Corp. (Linglestown PA)
OH
12/04/1989 - 08/07/2003
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
BC
Issued 02/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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