Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Medina is a financial advisor with over 27 years of experience in the financial industry. Sharon is currently registered with LPL Financial LLC in League City, TX and has been with the firm since May 2024. Sharon previously worked with Ameriprise Financial Services, LLC and BFT Financial Group, LLC. Sharon is registered as a Registered Representative (RA) in Texas and has a Series 63, Series 65, Series 7 and Series 24 license. Sharon is also a licensed insurance agent and owns an insurance agency. Sharon's area of expertise includes financial planning, portfolio management, and retirement planning. Sharon's approach is tailored to meet each client's unique financial needs and goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
05/31/2024 - Present
LPL Financial LLC (LEAGUE CITY TX)
TX
06/21/2019 - 06/05/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Houston TX)
TX
05/21/2003 - 06/27/2019
BFT FINANCIAL GROUP, LLC (VICTORIA TX)
NY
10/29/1999 - 05/28/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AZ
01/08/1999 - 09/28/1999
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
AZ
01/17/1996 - 09/23/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MD
09/19/1995 - 01/21/1996
H. BECK, INC. (ROCKVILLE MD)
IA
Issued 11/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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