Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Markovitz is a financial advisor with Schwab Wealth Advisory, Inc., working in the LONE TREE, CO office. Sharon has been in the industry since 1998 and has a diverse range of experience. Sharon is registered in 53 states, including Texas, Colorado, and many others. Sharon has licenses in various categories including Series 6, 7, 9, 10, 63 and 66. Schwab Wealth Advisory, Inc. has a wide range of clients including individuals, businesses, and high-net-worth individuals. Their services include financial planning and portfolio management.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (LONE TREE CO)
NY
04/20/1998 - 02/29/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BOTH
Issued 10/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/08/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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