Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Felice Sharin is a registered Investment Advisor Representative associated with Efficient Frontier Advisors LLC. Susan is registered in California and Texas. Susan has been in the industry since April 1998. Susan's primary registration is with the state of California where the status is approved. Susan also holds a Series 65 license for Uniform Investment Adviser Law Examination which was obtained on July 12, 1996.
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.
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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CA
02/02/2006 - Present
Efficient Frontier Advisors LLC (San Diego CA)
IA
Issued 07/12/1996
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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