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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 Losinski is a financial advisor with Morgan Stanley. Shari has been in the financial services industry since 1992. Shari specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and the selection of other advisers. Shari is registered to provide investment advice in 41 states and is also a registered representative in Colorado and Texas. Shari has previously worked for Citigroup Global Markets Inc. and Everen Securities, Inc.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CO
03/19/2020 - Present
Morgan Stanley (COLORADO SPRINGS CO)
CO
10/28/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLORADO SPRINGS CO)
MO
04/27/1992 - 10/27/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 10/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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