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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Rae Scoville is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Sharon Rae Scoville has been in the financial industry for over 24 years. Before joining Wells Fargo Clearing Services, LLC, Sharon Rae Scoville worked at Northwestern Mutual Investment Services, LLC and Wells Fargo Advisors, LLC. Sharon Rae Scoville has a variety of licenses, including Series 63, 66, 7, 9, 10, 31 and SIE. Sharon Rae Scoville is licensed in 32 states. Sharon Rae Scoville specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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
CA
10/07/2020 - Present
Wells Fargo Clearing Services, LLC (ROSEVILLE CA)
CA
02/14/2013 - 06/08/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
CA
05/10/2011 - 09/10/2012
WELLS FARGO ADVISORS, LLC (ROSEVILLE CA)
CA
06/01/2009 - 04/28/2010
MORGAN STANLEY SMITH BARNEY (ROSEVILLE CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ROSEVILLE CA)
CA
05/16/1997 - 04/02/2007
MORGAN STANLEY DW INC. (SACRAMENTO CA)
BOTH
Issued 11/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/20/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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