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Michael Sharkey

Clarendon Insurance Agency, Inc.

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About Michael Sharkey

Michael Sharkey is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Clarendon Insurance Agency, Inc. and is licensed in Pennsylvania and New Jersey. Michael has previously worked at several other firms including Allianz Life Financial Services, LLC, Prudential Investment Management Services LLC, and Morgan Stanley DW Inc.

Firm Information

Michael Sharkey is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Sharkey’s Registration & Firm History

MA

01/29/2020 - Present

Clarendon Insurance Agency, Inc. (WALTHAM MA)

MN

10/07/2015 - 03/21/2019

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

NJ

06/03/2010 - 10/19/2015

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NJ

10/26/2006 - 05/17/2010

INVEST FINANCIAL CORPORATION (SICKLERVILLE NJ)

MA

10/20/2004 - 12/05/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

12/09/2003 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

KY

06/01/2002 - 11/18/2003

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

PA

11/20/2001 - 06/01/2002

PNC BROKERAGE CORP (PITTSBURGH PA)

NY

03/21/2001 - 11/15/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 04/06/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 03/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Sharkey. Review regulatory record here.
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