Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Cunningham is a financial professional with over 30 years of experience in the financial services industry. Sharon currently works for Morgan Stanley and is registered in 35 states and the District of Columbia. Sharon has a broad range of experience, having worked at several firms throughout her career, including CITIGROUP GLOBAL MARKETS INC., Lehman Brothers Inc., and American Express Financial Advisors Inc. Sharon provides a range of financial services, including financial planning, investment advice, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
09/29/2020 - Present
Morgan Stanley (New York NY)
NY
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/07/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MN
10/19/1990 - 03/23/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/19/1990 - 03/23/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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