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 Miller is a financial professional with over 30 years of experience in the industry. Sharon is currently registered with Charles Schwab & Co., Inc. in Phoenix, AZ. Previously, Sharon was registered with Paine Webber Incorporated in Weehawken, NJ and SME Capital Management Corporation. Sharon holds several licenses and certifications including Series 6, 7, 9, 10, 24, 63, and 65.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
08/02/1994 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NJ
07/27/1989 - 05/14/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
02/04/1988 - 03/23/1988
SME CAPITAL MANAGEMENT CORPORATION
IA
Issued 04/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/30/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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