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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 Lynne Amitrano is a financial advisor who has been in the industry since June 12, 1998. She currently works with MML Investors Services, LLC and has previously worked at several other financial institutions. Shari Lynne has a variety of licenses and certifications, including Series 6, 7, 63 and 65, as well as the SIE exam. Shari Lynne's expertise includes a variety of financial services for individuals, corporations, and charitable organizations. Shari Lynne has worked with a broad range of clients, including high net worth individuals, individuals other than high net worth, corporations, and charitable organizations. Shari Lynne provides financial planning, portfolio management, and other services. Shari Lynne offers a variety of compensation arrangements to her clients, including fixed fees, hourly charges, and a percentage of assets.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
03/25/2017 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
06/10/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
PA
03/07/2006 - 02/01/2007
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
NY
11/21/2005 - 02/08/2006
NIA SECURITIES, L.L.C. (NEW YORK NY)
NY
04/02/2003 - 09/01/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
10/01/1996 - 03/12/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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