Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Pollard has been a registered representative in the financial services industry since 1997. Sharon is currently registered with Steward Partners Investment Advisory, LLC and has worked with a variety of firms including Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Sharon has experience in providing financial consulting, financial planning and portfolio management for businesses and individuals. Sharon is a Series 3, 7 and 66 licensed professional.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NY
01/19/2022 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
MA
04/27/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
MA
07/01/2003 - 04/28/2017
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
NY
06/03/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
PA
12/10/1997 - 05/22/1998
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
CT
10/22/1997 - 12/04/1997
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 01/26/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2006
Series 3 - National Commodity Futures Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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