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Sharon Myra Tart

American Portfolios Financial Services, Inc.

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About Sharon Myra Tart

Sharon Myra Tart is a financial advisor with American Portfolios Financial Services, Inc. She has been in the industry since 1995, with experience at firms such as AEGIS CAPITAL CORP., YANKEE FINANCIAL GROUP, INC., and WISE PLANNING CORP. Sharon Tart is registered in 12 states and has passed the Series 6, Series 63, and SIE exams.

Firm Information

Sharon Tart is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

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 Tart’s Registration & Firm History

FL

04/17/2009 - Present

American Portfolios Financial Services, Inc. (WEST PALM BEACH FL)

NY

04/07/2005 - 05/22/2009

AEGIS CAPITAL CORP. (NEW YORK NY)

NY

01/10/2003 - 06/30/2005

YANKEE FINANCIAL GROUP, INC. (MELVILLE NY)

NY

04/27/1995 - 12/31/2002

WISE PLANNING CORP. (HICKSVILLE NY)

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Licenses & Designations

BC

Issued 02/07/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Myra Tart.
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