Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Heal is a financial advisor who has been in the industry since 1999. Sharon holds Series 7, 31, 63, and 65 licenses and has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2011. Prior to joining Merrill Lynch, Sharon was with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.. Sharon specializes in providing portfolio management services to individuals, businesses, insurance companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MO
07/15/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SPRINGFIELD MO)
MO
06/01/2009 - 08/04/2011
MORGAN STANLEY SMITH BARNEY (SPRINGFIELD MO)
KS
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OVERLAND PARK KS)
KS
04/06/2001 - 04/02/2007
MORGAN STANLEY DW INC. (OVERLAND PARK KS)
NY
11/11/1999 - 03/22/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/29/1986 - 04/06/1987
DOMINICK & DOMINICK, INCORPORATED
IA
Issued 04/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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