Profil
Ms. Sharon Porter is a Senior Portfolio Operations Associate at Heritage Wealth Advisors LLC.
She works closely with the Investment Advisory and Client Service Teams to recommend investment solutions, monitor portfolios, and assist with the rebalancing and trading of clients’ portfolios.
She has over 20 years of experience in Operations, Trading, Investments, Accounting, and Administration.
Prior to joining Heritage, she worked as a Security Operations Specialist in the Trade Processing Security Master Group, as well as in the International Dividends Department with Wells Fargo Advisors.
She attended ECPI in Virginia Beach, VA and the University of Richmond.
Postes actifs de Sharon Porter
| Sociétés | Poste | Début |
|---|---|---|
Heritage Wealth Advisors LLC
 Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Trading-Equity | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Heritage Wealth Advisors LLC
Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Finance |
