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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shari? Claim Your ProfileShari Ann Mehm is a financial advisor at LPL Financial LLC, a large independent broker-dealer and Registered Investment Advisor. Shari has been in the industry since 2003 and has worked for several firms including SagePoint Financial, Inc., EarlyBirdCapital, Inc. and Neuberger Berman Management Inc.. Shari holds the Series 7, Series 24, Series 55, Series 57TO and SIE licenses. Shari is registered to provide investment advice in New York.
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
08/23/2019 - Present
LPL Financial LLC (MELVILLE NY)
NY
05/22/2013 - 08/28/2019
SAGEPOINT FINANCIAL, INC. (MELVILLE NY)
NY
09/27/2007 - 03/26/2013
EARLYBIRDCAPITAL, INC. (MELVILLE NY)
NY
04/24/1999 - 05/25/1999
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
NY
02/04/1998 - 07/29/1998
WIN CAPITAL CORP. (BAYVILLE NY)
NY
11/21/1997 - 02/03/1998
VISTA SECURITIES INC. (GARDEN CITY NY)
NY
06/07/1994 - 08/19/1997
GAINES, BERLAND INC. (BETHPAGE NY)
BC
Issued 11/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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