Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Ellischampagne is an investment advisor representative with over 30 years of experience in the financial services industry. Sharon has held positions at several firms, including Wells Fargo Clearing Services, LLC, First Union Capital Markets Corp., and Prudential Securities Incorporated. Currently, Sharon is affiliated with Raymond James & Associates, Inc., where she provides investment advice to a variety of clients, including high-net-worth individuals, corporations, and institutions. Sharon holds several licenses and certifications, including the Series 7, Series 63, and Series 65 exams. Sharon is also a member of the UPARC Foundation and the Ruth Eckerd PAC Foundation.
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.
Please see note in schedule d - miscellaneous
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
FL
05/29/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
10/01/1999 - 05/22/2024
WELLS FARGO CLEARING SERVICES, LLC (CLEARWATER FL)
NC
04/05/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
12/17/1991 - 03/23/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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