Years of Experience
5-20+ Years
McLean, VA
31 Years Experience
0 Disclosures
ADVISOR BIO
Sharon Lynn Lafever is a financial advisor with over 28 years of experience in the industry. Sharon is currently registered with UBS Financial Services Inc. and previously worked with MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC.. Sharon is a registered representative in Virginia and holds Series 7, Series 31, Series 63, and Series 65 licenses. Sharon has a strong background in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and institutional clients.
SPECIALIZATIONS
Harrisonburg, VA
3 Years Experience
0 Disclosures
ADVISOR BIO
Sharon Krantz is a Registered Representative and Investment Advisor Representative at Janney Montgomery Scott LLC. Sharon has been in the financial industry since 2012. Sharon has a Series 66 license along with her Series 7TO and SIE exams. Sharon holds a Bachelor's degree in Business Administration from James Madison University. Sharon specializes in Financial Planning, Estate Planning, and Retirement Planning.
SPECIALIZATIONS
GLEN ALLEN, VA
15 Years Experience
1 Disclosures
ADVISOR BIO
Sharron Ross is an investment advisor representative at Cetera Investment Advisers LLC. Sharron is licensed in multiple states, including Virginia, Louisiana, Maryland, North Carolina and South Carolina. Sharron is also registered as an investment advisor representative. Sharron has over a decade of experience in the financial services industry, and specializes in financial planning, pension consulting and portfolio management for individuals and businesses. Sharron has a strong track record of helping clients reach their financial goals. In the past, Sharron was registered with Foresters Financial Services, Inc. in Glen Allen, Virginia.
SPECIALIZATIONS
Arlington, VA
0 Disclosures
ADVISOR BIO
Shateela Monique Winters is a financial advisor with Edelman Financial Engines. Shateela has been in the financial services industry for over 15 years. She is registered as an Investment Advisor Representative in Virginia. Shateela is committed to providing her clients with comprehensive financial planning and investment management services. She holds both the Series 6 and Series 7 licenses, as well as the Series 63 and Series 65 licenses. Shateela is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Shateela is dedicated to helping her clients achieve their financial goals.
SPECIALIZATIONS
NORTH CHESTERFIELD, VA
27 Years Experience
0 Disclosures
ADVISOR BIO
Shaun Philip Sims is an investment advisor representative with Truist Advisory Services, Inc., and has been in the industry since July 25, 1998. Shaun holds the Series 7, Series 26, Series 63, and Series 66 licenses. Shaun has been registered with Truist Advisory Services, Inc. since February 2021. Shaun has prior work experience at SunTrust Advisory Services, SunTrust Securities, Inc, First Citizens Investor Services, Inc., Edward Jones, and Ameritrade. Shaun specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors.
SPECIALIZATIONS
Reston, VA
0 Disclosures
ADVISOR BIO
Shaunt Ozben is a financial advisor currently working at World Investment Advisors, LLC. Shaunt has been in the financial services industry for over 20 years, with experience at several prominent firms including Capitol Securities Management, UBS Paine Webber Inc., and Salomon Smith Barney Inc. Shaunt holds the Series 65 and Series 66 licenses as well as the SIE and Series 7. Shaunt specializes in providing financial advice to individuals, businesses, and institutions.
SPECIALIZATIONS
NORFOLK, VA
1 Years Experience
0 Disclosures
ADVISOR BIO
Shaviaea Williams is a financial advisor currently associated with LPL Financial LLC. Shaviaea works out of the Norfolk, VA branch office. Shaviaea Williams holds the Series 7TO and the SIE exams and is a registered representative with FINRA. Shaviaea Williams is licensed to provide financial services in multiple areas, including investment planning and retirement planning.
SPECIALIZATIONS
VIENNA, VA
7 Years Experience
2 Disclosures
ADVISOR BIO
Shavkat Safaev is a financial advisor who has been in the industry since 2018. Currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., Safaev's experience includes previous roles with AXA Advisors, LLC and Bank of America, N.A. Safaev holds a Series 66 and Series 7 license, as well as the Securities Industry Essentials Exam. Safaev provides investment advice and portfolio management services for a variety of clients, including individuals, corporations, and charitable organizations.
SPECIALIZATIONS
CHARLOTTESVILLE, VA
12 Years Experience
0 Disclosures
ADVISOR BIO
Shawn Pendleton is a financial advisor with Stifel, Nicolaus & Company, Inc. Shawn has been a financial advisor since 2013 and is registered with the state of Virginia. Shawn holds a Series 66 license and is also a Chartered Financial Consultant. Shawn works with clients to provide financial planning, pension consulting, and portfolio management.
SPECIALIZATIONS
ALEXANDRIA, VA
41 Years Experience
2 Disclosures
ADVISOR BIO
Shawn McLaughlin is a registered investment advisor representative with McLaughlin Ryder Investments, Inc., located in Alexandria, VA. Shawn has been in the securities industry since 1984 and has held various positions at several firms, including Legg Mason Wood Walker, Incorporated and Coburn & Meredith, Inc. Shawn specializes in providing financial planning and portfolio management services to individuals, corporations, and other businesses. Shawn is a member of the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 8, 24, 63, and 65 licenses.
SPECIALIZATIONS