Sharon Harkinson
Investment adviser representative at UBS Financial Services Inc.
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$915.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- UBS Financial Services Inc.Aug 2022 to now
- Steward Partners Investment Solutions, LLCMay 2022 to Aug 2022
- Steward Partners Investment Advisory, LLCJan 2016 to Aug 2022
- Raymond James Financial Services Advisors Inc.May 2015 to Dec 2016
- Raymond James Financial ServicesJan 2015 to Aug 2022
- Steward Partners Global AdvisoryNov 2014 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NH).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5814683
- Firm CRD
- 8174