Unclaimed
Sharon Bardfield is a financial professional registered with MML Investors Services, LLC. Sharon has been in the industry for over 18 years, starting her career in 2004 with 1ST GLOBAL CAPITAL CORP. Sharon is currently located in Dallas, TX. Sharon is licensed in Texas and has a Series 6, Series 63, and SIE license. Sharon is also a Registered Representative and an Investment Advisor Representative.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
06/08/2011 - Present
MML Investors Services, LLC (DALLAS TX)
TX
10/19/2004 - 04/12/2011
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BC
Issued 12/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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