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Sharon Maureen Flanagan

Intelligent Cross LLC

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About Sharon Maureen Flanagan

Sharon Flanagan is a registered representative with Intelligent Cross LLC and has been in the industry since 2012. Sharon is licensed in Connecticut and holds a Series 3, 7, 24, 57, 63, 7TO, 99TO and SIE. Sharon is also licensed to conduct business in the State of New York. Sharon was previously employed with Morgan Stanley & Co., Incorporated.

Firm Information

Sharon Flanagan is currently registered with Intelligent Cross LLC. Intelligent Cross LLC is a Limited Liability Company formed in Connecticut on November 16, 2016. The firm is registered with the Securities and Exchange Commission and the state of Connecticut.

Not reported

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sharon Flanagan’s Registration & Firm History

CT

07/02/2019 - Present

Intelligent Cross LLC (STAMFORD CT)

NY

09/20/1994 - 02/06/2002

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/24/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/04/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/05/2022

Series 57TO - Securities Trader Exam

BC

Issued 07/02/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/05/2019

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1994

Series 3 - National Commodity Futures Examination

BC

Issued 08/31/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Maureen Flanagan.
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