Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Clark Sharp is a financial advisor registered with Transamerica Retirement Advisors, LLC. Stephanie has been in the industry since 2010, and is licensed in Texas as both a securities agent and an investment adviser. She is a Series 6, Series 63, and Series 65 licensed professional. Stephanie specializes in providing financial planning and investment advice to individuals, businesses, and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TX
01/14/2019 - Present
Transamerica Retirement Advisors, LLC (Austin TX)
BC
Issued 03/05/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephanie Sharp is the right advisor for you? Invested Better is here to help.
