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 Pugh is a financial advisor with over 12 years of experience in the industry. She is a registered representative with TIAA-CREF Individual & Institutional Services, LLC and holds Series 63, Series 7 and SIE licenses. Sharon's expertise lies in providing financial planning and portfolio management services to individuals and businesses. She is committed to building long-term relationships with her clients and helping them achieve their financial goals. Sharon has a strong understanding of various investment strategies and can tailor her approach to meet the unique needs of each client.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
02/09/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Philadelphia PA)
BC
Issued 11/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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