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 at Schwab Wealth Advisory, Inc., a firm that manages over $1.2 trillion in assets. Sharon has been in the financial industry for over 23 years and has a deep understanding of the investment landscape. Her primary role is to help individuals and businesses achieve their financial goals. Sharon has extensive experience working with individuals, businesses, and trusts. Sharon has a proven track record of success in helping her clients achieve their financial goals. She is dedicated to providing her clients with personalized financial advice that is tailored to their individual needs and goals. She is a highly qualified professional with a strong commitment to providing her clients with exceptional service. She holds a wide range of licenses and certifications, including the Series 6, 7, 9, 10, 63, and 66. She is also registered to provide investment advice in 53 states and the District of Columbia.
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 8/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/9/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/8/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/8/2000
Series 7 - General Securities Representative Examination
BC
Issued 4/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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