Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharla? Claim Your ProfileSharla Holli Englerth is a financial advisor with over 13 years of experience in the financial services industry. Sharla is a registered representative of Fidelity Personal and Workplace Advisors. Prior to joining Fidelity, Sharla was a financial advisor with Ameriprise Financial Services, Inc. and American Portfolios Financial Services, Inc. She is also a Certified Financial Planner™ professional. Sharla provides financial planning and portfolio management services to individuals and businesses. She is committed to helping her clients achieve their financial goals. Sharla currently holds registrations in 27 states and the District of Columbia.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
08/16/2021 - Present
Fidelity Personal AND Workplace Advisors (ROCHESTER NY)
NY
01/06/2015 - 03/03/2017
AMERIPRISE FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
02/04/2013 - 07/25/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
11/25/2009 - 02/21/2013
HORNOR, TOWNSEND & KENT, INC. (ROCHESTER NY)
IA
Issued 10/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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