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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Kampner is a financial advisor with Mason Investment Advisory Services Inc. Sharon has been in the industry since 2006 and is registered in California and Virginia. Sharon has a Series 63, Series 65, Series 7 and SIE licenses. Sharon specializes in portfolio management for individuals and businesses, as well as financial planning. Sharon has a Certified Financial Planner designation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
VA
07/27/2011 - Present
Mason Investment Advisory Services Inc. (RESTON VA)
BC
Issued 10/24/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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