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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 Chapman is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Rockville, MD. Sharon has been in the financial services industry since 1996. Sharon is licensed in 17 states and holds the Series 7, 63 and 65 licenses as well as the SIE exam certification. Sharon specializes in providing financial advice and portfolio management services to high net worth individuals, corporations, and other businesses. In addition to her work with Raymond James, Sharon also provides hourly and fixed rate consultations and is involved in Capital Wealth Management Group LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
01/08/2019 - Present
Raymond James Financial Services Advisors, Inc. (ROCKVILLE MD)
IA
Issued 11/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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