Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharleen? Claim Your ProfileSharleen Bhoop is a financial professional with over 20 years of experience in the financial services industry. Sharleen is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and has previously held positions at a number of leading financial firms, including J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Principal Securities, Inc., Cantor Fitzgerald & Co., Goldman, Sachs & Co., Deutsche Bank Securities Inc., Paine Webber Incorporated, and CitiCorp Investment Services. Sharleen holds a variety of professional licenses and designations, including Series 3, 7, 9, 10, 24, 63, and 65. Sharleen is also a Registered Options Principal and is specialized in investment management, financial planning, and selection of other advisors. Sharleen is dedicated to providing her clients with personalized financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
FL
05/24/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Orlando FL)
NY
05/08/2018 - 05/02/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/23/2016 - 05/21/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/31/2016 - 05/27/2016
PRINCIPAL SECURITIES, INC. (NEW YORK NY)
NY
01/25/2010 - 10/27/2014
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
10/03/2005 - 12/31/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
02/20/2001 - 10/04/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NJ
06/18/1999 - 11/14/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/09/1997 - 02/03/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NE
03/31/1997 - 07/15/1997
WATERHOUSE SECURITIES, INC. (OMAHA NE)
IA
Issued 06/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2010
Series 4 - Registered Options Principal Examination
BC
Issued 01/29/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2007
Series 3 - National Commodity Futures Examination
BC
Issued 03/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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