Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Rose Gwozdz is a financial advisor who has been in the industry since August 2007. Sharon is currently registered with Cetera Investment Advisers LLC and has a Series 6, 7TO, 26, 63 and 65 licenses. Sharon previously worked at Foresters Financial Services, Inc. from August 2007 to June 2019. Sharon has a wide range of experience in providing financial advice to individuals, businesses, and charitable organizations. Sharon is dedicated to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
07/16/2019 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
08/17/2007 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (TAMPA FL)
IA
Issued 06/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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