Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Hicklin is a Registered Representative and Investment Advisor Representative with Lifetime Financial, Inc. Sharon has experience in the financial industry and has held positions at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank. Sharon is a licensed and registered financial advisor with expertise in Investment Advisory Services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Acts as a solicitor
1
2
CA
10/15/2015 - Present
Lifetime Financial, Inc. (NEWPORT BEACH CA)
CA
07/09/2014 - 01/23/2015
J.P. MORGAN SECURITIES LLC (SAN LUIS OBISPO CA)
IA
Issued 09/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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