Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Priscilla Saulsby has been in the financial services industry for over 30 years. Sharon is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. in Florida. Sharon provides financial planning, portfolio management and other advisory services to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. Sharon has a broad range of experience in the financial services industry, having worked at several firms prior to joining Raymond James.
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.
Please see note in schedule d - miscellaneous
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
FL
01/23/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
10/01/2012 - 03/19/2018
INVEST FINANCIAL CORPORATION (TAMPA FL)
OH
01/30/2009 - 04/18/2012
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
05/28/2004 - 12/31/2010
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
DE
01/19/2006 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
10/01/2003 - 05/24/2004
J. B. HANAUER & CO. (PARSIPPANY NJ)
NE
01/02/2001 - 04/30/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
CA
06/06/1996 - 12/07/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
01/03/2000 - 04/06/2000
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
CA
08/27/1992 - 05/15/1996
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NA
10/24/1988 - 05/26/1992
IDM SECURITIES CORPORATION
BC
Issued 06/08/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1995
Series 24 - General Securities Principal Examination
BC
Issued 11/18/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/19/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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