Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Parker is a registered representative with Planmember Securities Corp. Sharon has been in the industry since August 1, 1988. Sharon holds Series 6, 7, 24, 63, and SIE licenses. Sharon has previously worked with CADARET, GRANT & CO., INC. and WADDELL & REED, INC. Sharon is based in Copley, Ohio, but is also registered in Arizona, Florida, Massachusetts, North Carolina, Pennsylvania, Tennessee, Virginia, and West Virginia. Sharon is a financial professional that offers a variety of financial services including securities and insurance sales and services, financial planning, tax preparation, and health coaching.
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.
Provides investment supervisory 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.
1
2
OH
02/09/2021 - Present
Planmember Securities Corp. (Copley OH)
OH
12/01/2005 - 02/09/2021
CADARET, GRANT & CO., INC. (CONCORD TWP. OH)
KS
08/01/1988 - 11/29/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 08/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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