Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clare? Claim Your ProfileClare Elizabeth Sheridan is a financial advisor with LPL Financial LLC. Clare has over 30 years of experience in the financial services industry. Clare is registered to offer investment advice in Connecticut, Florida, Massachusetts, New Jersey, New York, Rhode Island, South Carolina, Vermont, and Wyoming. Clare has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Clare specializes in providing financial planning, investment management, and retirement planning services. Clare is committed to helping her clients 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.
Consulting and other non-discretionary advisory services
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.
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2
CT
06/27/2024 - Present
LPL Financial LLC (Mystic CT)
CT
06/09/2021 - 06/27/2024
CETERA ADVISOR NETWORKS LLC (MYSTIC CT)
CT
03/02/2018 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MYSTIC CT)
CT
07/29/2016 - 10/02/2017
CHARLES SCHWAB & CO., INC. (MYSTIC CT)
CT
07/28/2010 - 12/12/2011
MORGAN STANLEY SMITH BARNEY (MYSTIC CT)
NA
07/25/1987 - 05/04/1989
MORGAN STANLEY MARKET PRODUCTS INC.
NA
03/19/1986 - 05/04/1989
MORGAN STANLEY & CO., INCORPORATED
BOTH
Issued 08/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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