Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Lacolla is a financial advisor with over 25 years of experience in the industry. Sharon has held registrations with several firms, including Securities America, Inc., Park Avenue Securities LLC, Guardian Investor Services Corporation, and currently, Osaic Wealth, Inc. Sharon is registered as both a broker-dealer and an investment advisor representative in multiple states. Sharon also holds a Series 6, 7, 24, 63 and 65 license and is a Certified Public Accountant (CPA). Sharon's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. Sharon is dedicated to providing her clients with personalized financial advice and guidance to help them reach their financial goals.
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.
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
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
08/01/2000 - 08/02/2011
SECURITIES AMERICA, INC. (MELVILLE NY)
NY
05/03/1999 - 08/15/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/09/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 01/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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