Unclaimed
Michael Sharp is a financial advisor currently registered with Private Advisor Group, LLC in MT. LAUREL, NJ. Michael has been in the industry since October 4, 1993. Previous firms where Michael was registered include PNC INVESTMENTS, J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, PNC SECURITIES CORP and FIRST INTERREGIONAL EQUITY CORP. Michael has passed the Series 63, 65, 7 and SIE exams. Michael also holds licenses in Florida, Illinois, Maryland, New Jersey, New York, Oregon, Pennsylvania and Wisconsin.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
08/31/2015 - Present
Private Advisor Group, LLC (MT. LAUREL NJ)
PA
01/01/2004 - 08/31/2015
PNC INVESTMENTS (PHILADELPHIA PA)
KY
07/21/2000 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/23/1994 - 08/01/2000
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
06/11/1994 - 12/23/1994
PNC SECURITIES CORP (PITTSBURGH PA)
NJ
09/20/1993 - 05/26/1994
FIRST INTERREGIONAL EQUITY CORP. (MILBURN NJ)
IA
Issued 07/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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