Unclaimed
Sharon Hardin is a financial advisor with First Citizens Investor Services, Inc., working in the Charlotte, North Carolina office. Sharon has been in the industry since May 7, 2007. Sharon offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Sharon is registered to offer securities in North Carolina and South Carolina. Sharon holds the Series 6, Series 63, and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
05/07/2007 - Present
First Citizens Investor Services, Inc. (CHARLOTTE NC)
BC
Issued 06/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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