Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Hanberry is a financial advisor with Avantax Advisory Services. Sharon has over 13 years of experience in the financial services industry. Sharon is licensed to provide investment advice in the state of Texas. Sharon is committed to providing her clients with personalized financial advice and guidance. Sharon helps clients with financial planning, portfolio management, and retirement planning.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
06/25/2015 - Present
Avantax Advisory Services (IRVING TX)
TX
05/11/2010 - 04/09/2014
METLIFE SECURITIES INC. (DALLAS TX)
BOTH
Issued 04/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2019
Series 4 - Registered Options Principal Examination
BC
Issued 12/04/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/17/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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