Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Perhac is an investment advisor representative at MML Investors Services, LLC. Sharon is a Registered Representative and Investment Advisor Representative with over 37 years of experience in the securities industry. Sharon has a strong track record of success in providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Sharon is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
07/17/2023 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
11/11/2020 - 04/18/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
CT
11/09/2012 - 11/10/2020
WELLS FARGO CLEARING SERVICES, LLC (FARMINGTON CT)
NJ
04/06/2011 - 10/19/2012
MORGAN STANLEY (SHORT HILLS NJ)
NY
06/01/2009 - 09/16/2009
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
10/07/1992 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/19/1983 - 07/31/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 06/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/31/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2012
Series 3 - National Commodity Futures Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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