Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Mary Perhac is a registered investment advisor representative with Mml Investors Services, LLC. Sharon has been in the securities industry since January 30, 1986. Sharon is licensed in all 50 states. Prior to joining Mml Investors Services, LLC, Sharon was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, Morgan Stanley, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Sharon holds licenses for Series 3, 7, 9, 10, 63 and 65. Sharon has a strong background in asset allocation, financial planning and portfolio management.
New York, NY
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
07/17/2023 - Present
MML Investors Services, LLC (New York NY)
CT
11/11/2020 - 04/18/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
CT
11/09/2012 - 11/10/2020
WELLS FARGO CLEARING SERVICES, LLC (FARMINGTON CT)
NJ
04/06/2011 - 10/19/2012
MORGAN STANLEY (SHORT HILLS NJ)
NY
06/01/2009 - 09/16/2009
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
10/07/1992 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/19/1983 - 07/31/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 6/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/5/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/31/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/2012
Series 3 - National Commodity Futures Examination
BC
Issued 1/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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