Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Marie Cirillo is a financial advisor with over 20 years of experience in the financial services industry. Sharon has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. She is currently registered with XML Financial Group. Sharon has also previously worked with VALIC Financial Advisors, Raymond James Financial Services, RBC Capital Markets, and Merrill Lynch. Sharon is committed to providing her clients with personalized financial advice and guidance. She specializes in financial planning, investment management, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
07/29/2022 - Present
XML Financial Group (Boynton Beach FL)
FL
11/01/2021 - 07/22/2022
VALIC FINANCIAL ADVISORS, INC. (TAMPA FL)
NJ
05/28/2019 - 12/16/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (Basking Ridge NJ)
NJ
06/11/2010 - 08/08/2018
RBC CAPITAL MARKETS, LLC (FLORHAM PARK NJ)
NJ
01/21/2010 - 06/08/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
06/01/2009 - 01/11/2010
MORGAN STANLEY SMITH BARNEY (WARREN NJ)
NJ
08/28/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WARREN NJ)
NJ
11/08/2006 - 08/24/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NA
07/01/1991 - 07/08/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/14/1988 - 05/30/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
04/21/1988 - 08/16/1988
A. G. EDWARDS & SONS, INC.
NA
11/25/1987 - 05/05/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 12/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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