Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharone? Claim Your ProfileSharone Hakman is an investment advisor representative at PKS Advisory Services, LLC, with over 20 years of experience in the financial services industry. Sharone has held registrations with multiple firms, demonstrating a diverse background. Sharone's expertise encompasses a range of investment services, including financial planning, pension consulting, and 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.
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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CA
08/29/2012 - Present
PKS Advisory Services, LLC (LOS ANGELES CA)
CA
03/03/2010 - 08/14/2012
BROKERSXPRESS LLC (LOS ANGELES CA)
CA
05/23/2007 - 01/14/2010
WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)
CA
02/19/2003 - 05/30/2007
WM FINANCIAL SERVICES, INC. (LOS ANGELES CA)
GA
04/12/2002 - 09/10/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
05/11/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 08/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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