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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 Leigh Alleman is a financial advisor with UBS Financial Services Inc. with over 15 years of experience in the industry. Sharon is registered with the state of Connecticut and holds the Series 7, Series 66 and SIE licenses. Sharon also holds the Certified Financial Planner designation. Prior to joining UBS Financial Services Inc., Sharon worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Sharon is active in the Hartford community and currently serves on the board of incorporators for the iQuilt Plan.
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.
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.
See schedule d - miscellaneous
1
2
CT
07/21/2014 - Present
UBS Financial Services Inc. (HARTFORD CT)
CT
06/01/2009 - 11/22/2011
MORGAN STANLEY SMITH BARNEY (WEST HARTFORD CT)
CT
09/04/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST HARTFORD CT)
BOTH
Issued 09/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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