Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Williams has been in the financial services industry for over 27 years. She is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since February 2017. Sharon is a registered representative in both Indiana and Texas. Previously, Sharon has held various roles in the industry, including positions with CITY SECURITIES CORPORATION and GOELZER INVESTMENT MANAGEMENT. Sharon has a deep understanding of the financial markets and a commitment to providing her clients with personalized investment advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
03/31/2020 - Present
Stifel, Nicolaus & Company, Inc. (INDIANAPOLIS IN)
IN
08/18/2008 - 02/28/2017
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
IN
09/01/1999 - 09/07/2006
GOELZER INVESTMENT MANAGEMENT (INDIANAPOLIS IN)
IN
04/03/1992 - 09/24/1999
GOELZER INVESTMENT MANAGEMENT (INDIANAPOLIS IN)
BOTH
Issued 07/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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