Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Mossman is a registered investment advisor representative with Virtus Investment Advisers, Inc. Sharon has been in the financial services industry since 1991. Sharon has a variety of licenses and certifications including Series 3, 6, 7, 24, 63, and 65. Sharon has experience working with investment companies. In addition to being a registered representative with Virtus Investment Advisers, Inc., Sharon is also a homeowner who oversees a rental house.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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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.
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MO
11/19/2018 - Present
Virtus Investment Advisers, Inc. (KANSAS CITY MO)
MO
06/17/2015 - 06/01/2017
RIDGEWORTH DISTRIBUTORS LLC (Kansas City MO)
MO
02/16/2006 - 04/28/2015
MBSC SECURITIES CORPORATION (KANSAS CITY MO)
IL
05/28/2004 - 02/08/2006
DWS SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
01/01/1998 - 04/27/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
MO
08/28/1989 - 12/31/1995
TWENTIETH CENTURY SECURITIES, INC. (KANSAS CITY MO)
IA
Issued 08/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2012
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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