Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Yvonne Peters is a registered representative with Avantax Advisory Services. Sharon Yvonne Peters is also a licensed insurance agent. Sharon Yvonne Peters has over 20 years of experience in the financial services industry, specializing in providing tax services to individuals and businesses, as well as financial planning, investment advice, and insurance sales. Sharon Yvonne Peters is dedicated 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MD
10/23/2023 - Present
Avantax Advisory Services (Silver Spring MD)
BOTH
Issued 10/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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