Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharyn? Claim Your ProfileSharyn Dansa is a financial advisor with over 9 years of experience in the financial services industry. Sharyn is registered with LPL Financial LLC. Sharyn has a strong background in providing financial advice and investment management services to individuals, families, and businesses. Sharyn is committed to helping her clients achieve their financial goals through personalized financial plans and investment strategies.
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.
Consulting and other non-discretionary advisory services
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.
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MI
01/18/2024 - Present
LPL Financial LLC (BAY CITY MI)
MI
06/02/2022 - 01/17/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Bay City MI)
MI
10/14/2021 - 05/06/2022
THE HUNTINGTON INVESTMENT COMPANY (Bay City MI)
MI
03/06/2018 - 10/13/2021
CETERA INVESTMENT SERVICES LLC (CARO MI)
MI
02/01/2017 - 03/07/2018
THE HUNTINGTON INVESTMENT COMPANY (BAY CITY MI)
MI
06/11/2015 - 02/01/2017
LPL FINANCIAL LLC (BRIDGEPORT MI)
IA
Issued 05/07/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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