Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Juang is a financial advisor with UBS Financial Services Inc. based in Palo Alto, California. Sharon has been in the industry since 1998 and has a wide range of experience in providing financial advice. Sharon holds the Series 3, 7, 63, and 65 licenses and the SIE exam certification. Sharon has been registered with UBS Financial Services Inc. since 2003. Previously, Sharon was registered with Goldman, Sachs & Co. from 1998 to 2003. Sharon is also a licensed real estate agent.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
05/09/2003 - Present
UBS Financial Services Inc. (PALO ALTO CA)
NY
08/24/1998 - 05/09/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 06/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1998
Series 3 - National Commodity Futures Examination
BC
Issued 08/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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