Unclaimed
Sharon Mason is a financial advisor with Truist Investment Services, Inc. Sharon has been in the financial services industry for over 18 years. Sharon has a Series 7, Series 31, Series 66 and SIE licenses.
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.
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.
1
2
MD
11/02/2023 - Present
Truist Investment Services, Inc. (HUNT VALLEY MD)
MD
02/21/2006 - 01/11/2010
CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)
MD
05/27/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 07/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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