Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amrita? Claim Your ProfileAmrita Marie McSharry is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Amrita has been working in the securities industry since 2006. Amrita is registered in 21 states and has passed the Series 7, 31, and 66 exams. Amrita has previously worked at Morgan Stanley & Co., Incorporated and Morgan Stanley. Amrita's experience includes working with high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. Amrita provides a variety of advisory services, including portfolio management, financial planning, pension consulting, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AK
07/16/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ANCHORAGE AK)
AK
12/18/2013 - 04/20/2015
MORGAN STANLEY (ANCHORAGE AK)
AK
04/02/2007 - 11/14/2007
MORGAN STANLEY & CO., INCORPORATED (ANCHORAGE AK)
AK
08/16/2006 - 04/02/2007
MORGAN STANLEY DW INC. (ANCHORAGE AK)
BOTH
Issued 01/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2006
Series 31 - Futures Managed Funds Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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