Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Davis Cawthorne is a financial professional registered with PFS Investments Inc. Sharon has over 15 years of experience in the financial services industry, having started her career in July 2007. Sharon holds several industry licenses including Series 6, Series 63, and SIE and is registered in eight states. Sharon has a history of success in providing financial advice and investment management services. Sharon specializes in providing advice to individuals and families.
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.
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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CA
07/19/2007 - Present
PFS Investments Inc. (CHULA VISTA CA)
BC
Issued 11/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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