Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Lee Way has been in the financial services industry since 1983. Sharon is currently registered as an Investment Advisor Representative with Voya Financial Advisors, Inc. in Illinois and Texas. Sharon has previously worked at ING Financial Advisors, LLC and Aetna Financial Services, Inc. and Aetna Life Insurance and Annuity Company. Sharon is a Series 63, Series 65, Series 7, Series 6TO and SIE licensed professional. Sharon is a licensed insurance agent as well. In addition to being a financial advisor, Sharon also offers fixed life insurance sales.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
01/05/2022 - Present
Voya Financial Advisors, Inc. (MONTGOMERY IL)
IL
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (EVANSTON IL)
CT
08/13/1998 - 09/21/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 06/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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