SS

Shireen S. Sharma

INTIRETY
Selah, WA
Some features on this profile are disabled
CRD#: 6593362
SS

Professional summary


Shireen Sonian Sharma, who also goes by Shireen Sonian Sharma, Shireen Sharma, is a registered financial advisor currently at INTIRETY, LLC located in Selah, Washington.

Shireen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Shireen has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Shireen Sonian Sharma | Shireen Sharma

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.

CRS (Client Relationship Summary) - RIA


Click below to view Shireen Sonian Sharma's CRS (Customer Relationship Summary).

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


Current

December 8, 2020 - Present

INTIRETY, LLC

RIA
CRD#: 306315
Selah, WA
Past

October 4, 2018 - December 14, 2020

GWN SECURITIES INC.

RIA
CRD#: 128929
SELAH, WA
Past

October 4, 2018 - December 14, 2020

GWN SECURITIES INC.

BD
CRD#: 128929
SELAH, WA
Past

February 8, 2016 - October 12, 2018

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
BELLEVUE, WA

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(12/8/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/27/2018
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IL
INTIRETY, LLC
INTIRETY, LLC | SCENIC FINANCIAL | OPAL WEALTH STRATEGIES

CRD#: 306315 / SEC#:

California
Registered Investment Advisory firm - (3/18/2022 Approved)
Washington
Registered Investment Advisory firm - (11/2/2020 Approved)
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Contact information


Main Address
10900 Ne 4th Street Suite 2300, Bellevue, WA 98004
Mailing Address
Phone number
(425) 505-0400
Established
Firm type
Fiscal year end
# of Employees
4

Regulatory assets under management


Total Number of Accounts980
AUM (Assets Under Management)$ 73,600,000

Red Flags


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

Company Information


INTIRETY, LLC

CRD#: 306315Selah, WA

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