Years of Experience
5-20+ Years
CARPINTERIA, CA
4 Years Experience
0 Disclosures
ADVISOR BIO
Sharon Pineda is a licensed financial professional associated with Planmember Securities Corp. Sharon is registered with FINRA and has a Series 7, 99 and SIE. Sharon is active in the financial industry for more than 2 years. Sharon's areas of focus include individual investors, high net worth individuals, pension and profit sharing plans and corporations or other businesses.
SPECIALIZATIONS
MANTECA, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Sharon Theresa Amick is a registered investment advisor representative with Edward Jones. Sharon has been in the securities industry since June 4, 2012. Sharon holds the Series 66, Series 7 and SIE licenses. Sharon is registered in 24 states and has worked with Edward Jones since April 2012.
SPECIALIZATIONS
Pasadena, CA
44 Years Experience
0 Disclosures
ADVISOR BIO
Sharon Vandenbroek is a financial advisor with Morgan Stanley, a firm that manages over $1.4 trillion in assets. Sharon has been in the financial services industry since 1973 and has a wide range of experience, including working at Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Salomon Smith Barney Inc. Sharon is registered to offer investment advice and securities products in multiple states and is a licensed agent in California and Texas. Sharon has passed several securities exams, including the Series 63, Series 7, and Series 1. She is also qualified to offer financial planning services, investment management, and educational seminars.
SPECIALIZATIONS
Irvine, CA
4 Years Experience
0 Disclosures
ADVISOR BIO
Sharon Wilson is a registered investment advisor with over 20 years of experience in the financial services industry. Sharon is currently a registered representative at Morgan Stanley in Irvine, California. Sharon has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Sharon is committed to helping clients achieve their financial goals through a personalized approach.
SPECIALIZATIONS
Westlake Village, CA
0 Disclosures
ADVISOR BIO
Sharon Ann Martin is a registered Investment Advisor Representative with Profit Strategies, Inc. Sharon has been in the financial services industry for over 30 years. Sharon is the President and owner of Profit Strategies, Inc., a company that provides investment advisory services, life insurance, group health/benefits, human resources consulting and bookkeeping. Sharon has been with Profit Strategies, Inc. since June of 1999. Prior to that, Sharon was an Investment Advisor Representative with FINANCIAL WEST GROUP, a Registered Investment Advisor firm from June 1999 to January 2007. Sharon has provided financial planning and investment advisory services to a variety of clients including individuals, corporations and pension plans. Sharon is committed to providing her clients with the highest quality financial advice. Sharon Ann Martin is a Series 63, 65, and 7 licensed advisor.
SPECIALIZATIONS
MISSION VIEJO, CA
39 Years Experience
1 Disclosures
ADVISOR BIO
Sharon De Campo is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. Sharon has been in the financial services industry since 1984. Sharon holds the Series 3, 7, 10, 15, 63, and 65 licenses and has experience in portfolio management for individuals, businesses and pooled investment vehicles. Sharon has previously worked for Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated, Dean Witter Reynolds Inc., Advest, Inc., and Thomson McKinnon Securities Inc.
SPECIALIZATIONS
SAN DIEGO, CA
43 Years Experience
1 Disclosures
ADVISOR BIO
Sharon Kay Peterson is a financial advisor registered with LPL Financial LLC and Sharmarc Financial Advisors, Inc. Sharon has been in the financial industry since April 1982 and is licensed to provide investment advice in several states. Sharon has a wide range of experience and expertise, and is committed to helping her clients achieve their financial goals. Sharon is a Chartered Financial Consultant and holds several industry certifications, including the Series 6, 7, 24, 63, and 65 licenses.
SPECIALIZATIONS
SCOTTS VALLEY, CA
0 Disclosures
ADVISOR BIO
Sharon Bargetto is a financial advisor with Sage Financial Advisors Inc. Sharon has been working in the financial services industry since 1992. Sharon holds the Series 65 license and has been registered with the state of California since 2007. Sharon is a Certified Financial Planner™ professional and also offers tax preparation, planning, and compliance services. Sharon's clients include high net worth individuals, charitable organizations, and pension and profit-sharing plans.
SPECIALIZATIONS
MARINA DEL REY, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Sharon Cooper is a financial advisor with Edward Jones. Sharon is a Certified Financial Planner and is registered with the state of California. Sharon has been in the financial industry since 2016 and works out of the Los Angeles, CA branch office.
SPECIALIZATIONS
SAN RAMON, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Sharon Ching hua Lin is an investment advisor representative with Eagle Strategies LLC. Sharon has been in the industry since August 9, 2020. Sharon holds the Series 7, 63 and 66 registrations and the SIE exam. Sharon specializes in providing financial planning, portfolio management, educational seminars, and pension consulting. Sharon also offers other services, including publication of periodicals and selection of other advisers. Sharon has been registered with Eagle Strategies LLC since September 2023. Sharon has also been registered with NYLIFE Securities LLC and New York Life Insurance Company in the past. Sharon is a Chartered Financial Analyst.
SPECIALIZATIONS