Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Davison is a financial advisor with Charles Schwab & Co., Inc. with over 20 years of experience in the financial services industry. Sharon has experience with a variety of firms, including USAA Financial Advisors, Inc. and Citistreet Equities LLC. She has also held positions with American Express Financial Advisors Inc. and IDS Life Insurance Company. Sharon is a Certified Financial Planner (CFP®) and holds the Series 7, Series 63, and Series 66 licenses. Sharon is registered to provide securities and investment advisory services in all states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/23/2020 - Present
Charles Schwab & CO., Inc. (San Antonio TX)
TX
04/26/2006 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/05/2004 - 04/27/2006
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NJ
05/31/2001 - 04/29/2004
CITISTREET EQUITIES LLC (SOMERSET NJ)
MN
08/28/1998 - 06/07/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/28/1998 - 06/07/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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