Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon McKenna is a registered representative with MML Investors Services, LLC. Sharon has been in the financial services industry since January 27, 1988. Sharon is licensed to provide financial advice in Florida, Maine, Massachusetts, New Hampshire and Washington. Sharon McKenna is also licensed to provide investment advice in New Hampshire. Prior to joining MML Investors Services, LLC, Sharon worked at MSI FINANCIAL SERVICES, INC., Metropolitan Life Insurance Company, Citistreet Equities LLC, Liberty Securities Corporation, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (WAKEFIELD MA)
MA
12/05/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WAKEFIELD MA)
MA
12/05/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WESTBORO MA)
NJ
11/17/1989 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
06/02/1987 - 03/08/1988
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/20/1986 - 07/01/1987
EQUICO SECURITIES, INC.
NA
05/20/1986 - 06/29/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 02/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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