Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Joyce Cartotto has been working in the financial industry since 1990. Sharon is currently registered with Fidelity Personal and Workplace Advisors, where she holds the Series 7, 63, 66, 9 and 10 licenses. Sharon has previously worked with Chatsworth Securities, LLC, The Dreyfus Service Corporation, Dean Witter Reynolds Inc. and F.D. Roberts Securities, Inc. Sharon is registered in 53 states, the District of Columbia and Puerto Rico.
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.
1
2
NJ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PARAMUS NJ)
CT
04/28/1997 - 07/30/1998
CHATSWORTH SECURITIES, LLC (GREENWICH CT)
NY
03/07/1990 - 02/24/1995
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
05/16/1989 - 10/04/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
07/27/1987 - 10/02/1989
F.D. ROBERTS SECURITIES, INC.
BOTH
Issued 06/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/01/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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