Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon L. Kiely is a financial advisor with PFS Investments Inc. based in ROCKAWAY, NJ. Sharon has been in the financial industry since April 2015. Sharon holds Series 6, Series 63, and SIE licenses and is registered to offer investment advice in California, New Jersey, New York, and Pennsylvania. Sharon focuses on portfolio management for individuals and has over 8 billion dollars in assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
01/03/2023 - Present
PFS Investments Inc. (ROCKAWAY NJ)
NJ
04/28/2015 - 12/31/2022
PFS INVESTMENTS INC. (ROCKAWAY NJ)
BC
Issued 11/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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