Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Morgan Wake is a financial advisor with over 40 years of experience in the industry. Sharon is currently registered with Osaic Wealth, Inc. and has previously worked with Sagepoint Financial, Inc., SunAmerica Securities, Inc., Walnut Street Securities, Inc. and Cigna Securities, Inc. Sharon holds a Series 6, Series 22, Series 63 and Series 65 license. She is also a registered representative with FINRA and holds an active state license in Texas. Sharon's specializations include financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/01/2023 - Present
Osaic Wealth, Inc. (GRAND PRAIRIE TX)
TX
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GRAND PRAIRIE TX)
AZ
02/25/1997 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
09/24/1985 - 12/31/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
02/25/1981 - 10/07/1985
CIGNA SECURITIES, INC.
IA
Issued 08/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/23/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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