Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Franklin Sharp is a financial advisor registered with Wells Fargo Clearing Services, LLC. Steven Sharp is currently licensed in Alabama, Mississippi and Tennessee. Steven Sharp has been in the securities industry since March 9, 1999. Steven Sharp previously worked at Prudential Securities Incorporated. Steven Sharp specializes in providing financial advice to high net worth individuals, corporations or other businesses, individuals other than high net worth, charitable organizations, pension and profit-sharing plans, insurance companies and banking or thrift institutions. Steven Sharp's specializations are investment advisory services, portfolio management for individuals and businesses, financial planning, pension consulting and selection of other advisors.
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.
Investment consulting services to institutional clients
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.
1
2
MS
10/08/2010 - Present
Wells Fargo Clearing Services, LLC (JACKSON MS)
NY
03/10/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Steven Sharp is the right advisor for you? Invested Better is here to help.
