Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Lawson Grinestaff is a financial advisor registered with LPL Financial LLC. Sharon has been in the financial services industry since 1999 and holds the Series 7, Series 63, and Series 65 licenses. Sharon is registered in 12 states, including California, Colorado, Delaware, Florida, Georgia, Kansas, Maryland, North Carolina, Pennsylvania, South Carolina, Virginia. Sharon is also a co-president of Shariden Consulting and Wealth Management.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
10/07/2009 - Present
LPL Financial LLC (SALISBURY MD)
MD
10/20/2008 - 09/28/2009
PNC INVESTMENTS (WESTMINSTER MD)
MD
11/19/2004 - 09/16/2008
UVEST FINANCIAL SERVICES GROUP, INC. (BALTIMORE MD)
IN
01/21/1999 - 12/01/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/21/1999 - 12/01/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 04/21/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sharon Grinestaff is the right advisor for you? Invested Better is here to help.
