Sharon Almeida is a highly qualified professional, that works in Duet Advisory Services as a Principal from 2016. Sharon has earned professional experience in more than seven positions at various companies. Sharon Almeida went to the San Diego State University and received education from 1987 to 1987. This person has such qualifications as CA Insurance License, VSR Financial Services, and Ca Insurance License. San Francisco, California is the city, where the professional was known to live. This professional's e-mail and phone are accessed through this website on demand.
Name variants:
Sharron Almeida,
Sharen Almeida,
Sharyn Almeida,
Shari Almeida,
Sharrie Almeida
Last updated Jun 18, 2024
Contact Information
Last Update
Aug 2, 2013
Email
sh**@centsandsensibility.com
Location
San Francisco, CA
Company
Duet Advisory Services
Workplace
Principal
Work History
CEO
Pleasanton, CA
Sharon Almeida has worked with hundreds of investors for over two decades. As your family’s primary trusted advisor, Sharon provides wise counsel that integrates your personal identity with ...
from Jul 2000
Chief Executive Officer Guiding Your Financial Journey
California
Sharon Almeida has worked with hundreds of investors for over two decades. As your family’s primary trusted advisor, Sharon provides wise counsel that integrates your personal identity with ...
from Jul 2000
Financial Advisor
3200 north Central Ave SUITE 200, Phoenix, AZ 85004
Jul 1994 — Jul 2000
Financial Advisor
(aka United Resources / Integrated Resources)
Oct 1987 — Jul 1994
Financial Advisor
200 Park Ave, New York, NY 10016
aka United Resources / Integrated Resources)
Oct 1987 — Jul 1994
Education
Occupations
Executive
Chief Executive Officer
Advisor
Managers
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
FINRA Series 7
FINRA Series 66
FINRA Series 63
Investment Advisory
Financial Planning
Strategic Financial Planning
Series 63
FINRA
Series 7
Mutual Funds
Financial Planners
Long-term Care
Wealth Management
Wealth
Disability Insurance
Retirement
Mortgage Lending
Fixed Annuities
Retirement Planning
Investments
Leadership
Financial Advisory
Life Insurance
Bonds
Finra
Long Term Care
Financial Services
Etfs
Finance
Asset Management
Insurance
Portfolio Management
Relationship Management
Uniform Combined State Law
Investment Strategies
Asset Allocation
Alternative Investments
Pensions
Securities
Iras
401K
Estate Planning
Investment Management
High Net Worth Individuals
Small Business
Finra Series 7
Finra Series 66
Finra Series 63