Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Raymond-daley is an investment advisor representative at TD Private Client Wealth LLC. Sharon is a registered investment advisor in Florida, Illinois, Maryland, Montana, New Jersey, New York, Oregon, and Pennsylvania. Sharon has been in the securities industry since December 13, 2015. Prior to joining TD Private Client Wealth LLC, Sharon worked at PNC INVESTMENTS.
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.
A percentage of the total value of assets under management is charged.
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FL
03/29/2016 - Present
TD Private Client Wealth LLC (WEST PALM BEACH FL)
FL
10/02/2015 - 01/15/2016
PNC INVESTMENTS (PALM BEACH FL)
BOTH
Issued 11/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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