Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alan Sharkansky is a financial advisor at Fidelity Personal And Workplace Advisors. Michael has been in the financial industry for over 20 years and has held positions at several firms, including Wachovia Securities, LLC, Electronic Trading Group, LLC, and Beanpot Financial Services, Inc. Michael is a Certified Financial Planner® and holds the Series 3, 7, 7TO, 55, and 63 licenses. Michael is also a registered Investment Advisor in New York and Texas. Michael specializes in financial planning, portfolio management, and retirement planning.
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.
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.
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2
NY
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
CT
07/30/2008 - 02/02/2010
FIDELITY BROKERAGE SERVICES LLC (STAMFORD CT)
NY
07/03/2007 - 07/03/2008
WACHOVIA SECURITIES, LLC (MT KISCO NY)
NY
07/21/2003 - 11/23/2005
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
IL
08/23/1996 - 09/23/2003
BEANPOT FINANCIAL SERVICES, INC. (GLENCOE IL)
MO
10/11/1992 - 10/27/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
MA
10/08/1990 - 12/04/1992
C.P. BAKER & COMPANY, LTD. (BOSTON MA)
NY
12/21/1989 - 09/28/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 07/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2019
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/07/2000
Series 3 - National Commodity Futures Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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