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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 Abbey is a financial advisor at XML Financial Group. Sharon has been in the financial services industry since November 16, 2001. Sharon has a variety of licenses and registrations, including Series 6, 7, 24, 63, 66, and 99TO. Sharon is registered with FINRA and has a variety of state licenses. Sharon specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. XML Financial Group is an independent financial advisory firm that provides a range of financial services, including investment management, financial planning, and retirement planning. The firm serves a variety of clients, including individuals, families, businesses, and non-profit organizations. XML Financial Group has offices in Bethesda, Maryland and Alma, Colorado.
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.
1
2
MD
01/06/2020 - Present
XML Financial Group (BETHESDA MD)
CO
05/19/2005 - 06/18/2008
LARA, SHULL & MAY, LTD (FRISCO CO)
FL
04/01/2004 - 02/22/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
SC
12/05/2003 - 03/31/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
08/13/2001 - 11/24/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 04/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2019
Series 4 - Registered Options Principal Examination
BC
Issued 07/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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