Unclaimed
Sharon Lynn Viano is a financial professional with over 30 years of experience in the industry. Sharon is currently a registered representative with Madison Avenue Securities, LLC. Sharon’s professional experience includes roles at Cambridge Investment Research, Inc., LPL Financial LLC, Park Avenue Securities LLC, Meadowbrook Securities Inc., NYLife Securities Inc., MONY Securities Corp., Fidelity Brokerage Services, Inc., Woodward Securities Corporation, Dean Witter Reynolds Inc., and Shearson Lehman Hutton Inc. Sharon holds FINRA Series 7, 24, 31, 63, and 66 securities licenses. Sharon is licensed to offer securities and investment advisory services in California, Colorado, Michigan, Ohio, Pennsylvania, and Texas. Sharon focuses on providing financial planning, investment management, and pension consulting services to a wide range of clients, including individuals, businesses, high-net-worth individuals, and charitable organizations.
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.
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.
1
2
CA
07/15/2022 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
MI
08/31/2018 - 07/21/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bloomfield Hills MI)
MI
04/03/2001 - 09/27/2018
LPL FINANCIAL LLC (BLOOMFIELD HILLS MI)
NY
05/07/1999 - 03/28/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MI
03/03/1998 - 04/24/1999
MEADOWBROOK SECURITIES INC. (TROY MI)
NY
11/06/1996 - 12/08/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
MI
08/04/1995 - 10/21/1996
MEADOWBROOK SECURITIES INC. (TROY MI)
NY
12/02/1992 - 02/06/1995
MONY SECURITIES CORP. (NEW YORK NY)
RI
01/30/1992 - 10/06/1992
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
01/29/1991 - 02/04/1992
WOODWARD SECURITIES CORPORATION
NY
07/18/1988 - 01/03/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/21/1988 - 07/28/1988
SHEARSON LEHMAN HUTTON INC.
BOTH
Issued 07/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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