Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Beharie is a financial advisor who has been in the industry since 2006. Sharon is currently registered with Charles Schwab & CO., Inc. in New Jersey. Prior to joining Charles Schwab, Sharon worked at Fidelity Brokerage Services LLC. Sharon has a broad range of experience in the financial services industry. Sharon is also registered as an investment advisor representative in New Jersey.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NJ
06/19/2023 - Present
Charles Schwab & CO., Inc. (Paramus NJ)
NJ
11/02/2020 - 03/27/2023
FIDELITY BROKERAGE SERVICES LLC (PARAMUS NJ)
NJ
11/15/2017 - 10/22/2020
J.P. MORGAN SECURITIES LLC (ENGLEWOOD NJ)
NJ
05/24/2017 - 11/27/2017
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN PARK NJ)
NJ
10/29/2015 - 06/16/2016
AMERIPRISE FINANCIAL SERVICES, INC. (PARAMUS NJ)
NJ
02/27/2009 - 01/22/2010
PRUCO SECURITIES, LLC. (PARAMUS NJ)
NJ
09/02/2008 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NY
04/13/2007 - 08/14/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
07/29/2005 - 04/23/2007
CITICORP INVESTMENT SERVICES (FORT LEE NJ)
NJ
10/18/2000 - 07/12/2005
PERSHING LLC (JERSEY CITY NJ)
NY
06/19/2000 - 08/25/2000
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
10/19/1999 - 06/19/2000
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NY
06/08/1999 - 10/28/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 11/11/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2000
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 10/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2007
Series 3 - National Commodity Futures Examination
BC
Issued 06/08/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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