Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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