Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Molony Sharkey is a financial advisor with over 30 years of experience in the industry. Brian is currently registered with Equitable Advisors, LLC in Pennsylvania and Arkansas. Brian has a strong background in financial planning, portfolio management, and pension consulting. Brian has also worked with a number of other financial firms, including AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Brian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/28/2010 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
NY
02/19/1987 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Sharkey is the right advisor for you? Invested Better is here to help.
