Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Miriam Appelman is a financial advisor registered with First Manhattan Co. LLC and is licensed in New York. Sharon has been in the financial industry for over 16 years, working with both individual and institutional clients. Sharon has experience at other firms including Neuberger Berman BD LLC, Cambridge Investment Research, Inc., Commonwealth Financial Network, MML Investors Services, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Sharon specializes in financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
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.
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.
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.
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2
NY
02/16/2023 - Present
First Manhattan Co. LLC (NEW YORK NY)
NY
04/15/2014 - 08/22/2022
NEUBERGER BERMAN BD LLC (NEW YORK NY)
NY
05/06/2013 - 09/16/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (NEW YORK NY)
NY
02/02/2011 - 05/12/2011
COMMONWEALTH FINANCIAL NETWORK (NEW YORK NY)
NY
06/03/2008 - 02/04/2011
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
03/12/2004 - 10/31/2007
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
MN
03/12/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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