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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Sharman is a financial advisor with over 30 years of experience in the industry. Jeffrey currently works at LPL Financial LLC. Prior to LPL Financial LLC, Jeffrey was registered with CHASE INVESTMENT SERVICES CORP., OLDE DISCOUNT CORPORATION, J. W. GANT & ASSOCIATES, INC., and EURO-ATLANTIC SECURITIES INC. Jeffrey holds the following licenses: Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, Series 24, and SIE. Jeffrey has earned the Certified Financial Planner designation. Jeffrey is registered in 11 states and provides a range of financial services, including financial planning, portfolio management, and other non-discretionary advisory services.
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
NY
12/12/2024 - Present
LPL Financial LLC (PITTSFORD NY)
NY
03/17/1998 - 01/30/2012
CHASE INVESTMENT SERVICES CORP. (ROCHESTER NY)
MI
07/01/1992 - 03/12/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
04/08/1992 - 06/25/1992
J. W. GANT & ASSOCIATES, INC.
FL
03/11/1992 - 04/27/1992
EURO-ATLANTIC SECURITIES INC. (BOCA RATON FL)
IA
Issued 09/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 11/13/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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