1. Wealthminder
  2. Geneva, IL
Sharon Piet, financial advisor Geneva IL

Sharon Piet

CRD Number: 4060179
Current Firm: Raymond James Financial Services Advisors, Inc.

Sharon Piet (CRD# 4060179) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Geneva, IL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Geneva, IL Feb 2022 - Current 2
Raymond James Financial Services Advisors, Inc. Geneva, IL Feb 2022 - Current 2
My Advisor & Planner Geneva, IL Jul 2015 - Current 8
My Advisor & Planner LLC Geneva, IL Jan 2015 - Current 9
M Holdings Securities, Inc. Portland, OR Jul 2015 - Feb 2022 6
Podesta & Company Chicago, IL Oct 1999 - Jul 2015 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Sharon A. Piet
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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