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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharron? Claim Your ProfileSharron Ross is an investment advisor representative at Cetera Investment Advisers LLC. Sharron is licensed in multiple states, including Virginia, Louisiana, Maryland, North Carolina and South Carolina. Sharron is also registered as an investment advisor representative. Sharron has over a decade of experience in the financial services industry, and specializes in financial planning, pension consulting and portfolio management for individuals and businesses. Sharron has a strong track record of helping clients reach their financial goals. In the past, Sharron was registered with Foresters Financial Services, Inc. in Glen Allen, Virginia.
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.
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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VA
02/05/2021 - Present
Cetera Investment Advisers LLC (GLEN ALLEN VA)
VA
04/19/2010 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (GLEN ALLEN VA)
IA
Issued 02/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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