Sharon Piet
Sharon Piet is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Geneva, IL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
65 N. River Lane, Suite 212, Geneva, IL, 60134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sharon works as a wealth manager for My Advisor & Planner LLC, the support company for branch EVX. This takes about half of Sharon's time, including about a quarter of her time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Podesta & CO.
Podesta & CO.Broker
State Registrations17 states
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