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SW

Sharon E. Williams

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CRD#: 1060183
SW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sharon Ellen Williams, who also goes by Sharon Ellen Bueck, was a registered financial professional .

Sharon is a previously registered financial professional and started their career in finance in 1982. Sharon had worked at 5 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sharon Ellen Bueck

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 9, 2011 - July 3, 2012

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

BD
CRD#: 27884
ST. PETERSBURG, FL
Past

December 9, 2011 - July 3, 2012

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

BD
CRD#: 13594
ST. PETERSBURG, FL
Past

September 24, 2004 - July 3, 2012

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
ST. PETERSBURG, FL
Past

June 1, 1993 - November 1, 2001

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BD
CRD#: 332
SAN MATEO, CA
Past

August 28, 1986 - June 1, 1993

TEMPLETON FUNDS DISTRIBUTOR, INC.

BD
CRD#: 3329
ST. PETERSBURG, FL
Past

September 9, 1982 - May 13, 1983

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/6/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/23/2004
General Securities Principal Examination

Current Firm


TI
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.
TEMPLETON PORTFOLIO ADVISORY, INC. | UNIVERSITY INVESTMENT MANAGEMENT, INC. | TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. | TEMPLETON PRIVATE CLIENT GROUP ("TPCG"), A CORPORATE DIVISION OF TEMPLETON/FRANKLIN INVESTMENT SERVICES, INC. | TEMPLETON PRIVATE CLIENT GROUP

CRD#: 27884 / SEC#: , 8-43206

BD
Terminated by SEC on 09/29/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/01/1987
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
TEMPLETON WORLDWIDE, INC.SHAREHOLDER 100%
CIEPRISZ, KENNETH DAVIDCHIEF COMPLIANCE OFFICER & DIRECTOR2303713
MASOM, JEFFREY SCOTTPRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR2870966

Disclosures


Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

CRD#: 27884

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