Unclaimed
Sharon Lynn Ross is a financial advisor with Icapital Markets LLC. Sharon has been in the industry since 2008. She is licensed to provide investment advice in the state of New York. Sharon has held previous roles at ICAPITAL SECURITIES, LLC, ORCHARD SECURITIES, LLC, REALTY CAPITAL SECURITIES, LLC and CAREY FINANCIAL, LLC. She is registered with FINRA and holds the Series 7, Series 24 and Series 63 licenses as well as the SIE exam.
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.
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.
1
2
NY
11/30/2023 - Present
Icapital Markets LLC (NEW YORK NY)
NY
03/17/2023 - 11/30/2023
ICAPITAL SECURITIES, LLC (NEW YORK NY)
UT
04/03/2018 - 11/18/2019
ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)
NY
11/03/2014 - 12/09/2015
REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)
NY
04/18/2003 - 11/03/2014
CAREY FINANCIAL, LLC (NEW YORK NY)
BC
Issued 04/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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