Unclaimed
Shari Lynn Korn is a financial advisor at Janney Montgomery Scott LLC. Shari Korn has been in the industry since 1989 and has a wide range of experience in the financial services industry. Shari Lynn Korn holds Series 7, Series 24, and Series 63 licenses and is registered with FINRA. Shari Lynn Korn is also registered to provide financial advice in 19 states. Shari Korn is committed to providing personalized financial advice to her clients.
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.
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.
Fee plus commission
1
2
NY
03/11/2015 - Present
Janney Montgomery Scott LLC (NEW YORK NY)
NY
09/04/2012 - 10/28/2014
DAIWA CAPITAL MARKETS AMERICA INC. (NEW YORK NY)
NY
09/21/2009 - 04/16/2012
CRT CAPITAL GROUP LLC (NEW YORK NY)
NY
11/03/2008 - 09/16/2009
SEA PORT GROUP SECURITIES, LLC (NEW YORK NY)
NY
03/18/2008 - 10/24/2008
TERWIN CAPITAL, LLC (NEW YORK NY)
NY
02/04/2003 - 02/19/2008
WAMU CAPITAL CORP. (NEW YORK NY)
NY
09/20/2002 - 02/10/2003
M.J. WHITMAN LLC (SARATOGA SPRINGS NY)
NY
08/19/1997 - 09/20/2002
M. J. WHITMAN, INC. (NEW YORK NY)
NY
07/23/1986 - 02/08/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 05/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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