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Shireen Sonian Sharma

Intirety, LLC

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About Shireen Sonian Sharma

Shireen Sonian Sharma is an investment advisor representative with Intirety, LLC in Bellevue, WA. Shireen has been in the industry for 6 years. She is licensed in Washington and has Series 6, 7, 63, and 66 licenses. Shireen provides financial planning and portfolio management for individuals. She has experience with GWN SECURITIES INC. and AXA ADVISORS, LLC. Shireen also holds insurance licenses for Life, health, disability, and long term care.

Firm Information

Shireen Sharma is currently registered with Intirety, LLC. Intirety, LLC is an independent wealth management firm specializing in comprehensive financial planning and portfolio management for individuals. The firm has approximately $64 million in regulatory assets under management across 900 accounts. Intirety offers a wrap fee program and is led by a team of four licensed professionals.

$64.00M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shireen Sharma’s Registration & Firm History

WA

12/08/2020 - Present

Intirety, LLC (BELLEVUE WA)

WA

10/04/2018 - 12/14/2020

GWN SECURITIES INC. (SELAH WA)

WA

02/08/2016 - 10/12/2018

AXA ADVISORS, LLC (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 09/27/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2017

Series 7 - General Securities Representative Examination

BC

Issued 02/08/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shireen Sonian Sharma.
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