Unclaimed
Sharone Anne Pierre is a financial advisor registered with Raymond James Financial Services Advisors, Inc., based in ST. PETERSBURG, Florida. Sharone has been in the financial industry since 1997. Sharone holds the Series 7, Series 10, Series 24, Series 63, Series 65 and Series 66 securities licenses and is registered in 12 states. Sharone specializes in portfolio management for individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
09/07/2010 - Present
Raymond James Financial Services Advisors, Inc. (ST. PETERSBURG FL)
TX
04/15/1998 - 09/13/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
10/17/1996 - 07/11/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 08/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/31/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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