Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Rena' Ireland is a financial advisor with LPL Financial LLC in Oklahoma City, Oklahoma. Sharon has been working in the financial services industry since September 27, 2000. She has worked with several firms throughout her career including T.S. PHILLIPS INVESTMENTS, INC., AIG FINANCIAL ADVISORS, INC., and AXA ADVISORS, LLC. Sharon holds the Series 7, 63, 65, SIE and Series 99TO licenses. She also has experience working as an Investment Advisor Representative in the state of Oklahoma.
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.
Consulting and other non-discretionary advisory services
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.
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2
OK
10/31/2019 - Present
LPL Financial LLC (OKLAHOMA CITY OK)
OK
04/11/2007 - 11/01/2019
T.S. PHILLIPS INVESTMENTS, INC. (OKLAHOMA CITY OK)
OK
10/31/2005 - 05/07/2007
AIG FINANCIAL ADVISORS, INC. (OKLAHOMA CITY OK)
AZ
09/30/2005 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
NY
11/06/2001 - 09/29/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/17/1998 - 11/29/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
TX
10/02/1997 - 05/27/1998
SERVICE ASSET MANAGEMENT COMPANY (DALLAS TX)
IA
Issued 01/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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