Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon De Campo is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. Sharon has been in the financial services industry since 1984. Sharon holds the Series 3, 7, 10, 15, 63, and 65 licenses and has experience in portfolio management for individuals, businesses and pooled investment vehicles. Sharon has previously worked for Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated, Dean Witter Reynolds Inc., Advest, Inc., and Thomson McKinnon Securities Inc.
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.
1
2
CA
04/21/2011 - Present
Stifel, Nicolaus & Company, Inc. (MISSION VIEJO CA)
CA
06/01/2009 - 04/29/2011
MORGAN STANLEY SMITH BARNEY (LAGUNA NIGUEL CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAGUNA WOODS CA)
CA
09/01/1995 - 04/02/2007
MORGAN STANLEY DW INC. (LAGUNA WOODS CA)
NY
04/18/1994 - 09/05/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/19/1989 - 04/21/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
09/13/1984 - 12/15/1986
ADVEST, INC.
NA
10/20/1982 - 08/21/1984
THOMSON MCKINNON SECURITIES INC.
IA
Issued 09/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1990
Series 3 - National Commodity Futures Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1984
Series 15 - Foreign Currency Options Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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