Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Porter is a financial advisor with over 17 years of experience in the financial services industry. Sharon is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. in Florida. Sharon has a strong track record of success in providing financial advice to individuals, businesses, and institutions. Sharon is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
11/17/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
05/09/2018 - 09/12/2022
MORGAN STANLEY (Tampa FL)
FL
08/05/2014 - 02/14/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
03/01/2013 - 07/03/2014
ING FINANCIAL ADVISERS, LLC (JACKSONVILLE FL)
FL
11/04/2010 - 07/14/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (JACKSONVILLE FL)
FL
07/06/2005 - 07/27/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
NY
02/13/2004 - 08/19/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
02/11/2003 - 02/03/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 02/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/13/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2003
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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