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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon J Wierzba is a financial advisor at Morgan Stanley in Deerfield, Illinois, specializing in investment advice and financial planning for individuals, businesses, and institutions. Sharon has been in the industry since December 1999 and has held numerous registrations with several firms, including Citigroup Global Markets Inc., Morgan Stanley Smith Barney, and Hightower Securities, LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
03/11/2020 - Present
Morgan Stanley (Deerfield IL)
IN
10/13/2016 - 08/06/2018
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
IL
04/09/2012 - 10/17/2016
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
IL
06/01/2009 - 03/28/2012
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
12/18/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)
IA
Issued 04/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2014
Series 24 - General Securities Principal Examination
BC
Issued 02/09/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2006
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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