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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Nassirzadeh is a financial professional with over 27 years of experience in the industry. Sharon is registered as an Investment Advisor Representative (IAR) in California and Texas. Sharon currently works with Aire Advisors, LLC. Sharon has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Stockcross Financial Services, Inc., TD Ameritrade, Inc., and Kennedy, Cabot & Co. Sharon's area of specialization includes retirement planning, college savings, estate planning, and wealth management. Sharon holds the Series 63, 65 and 7 securities licenses as well as the SIE exam. Sharon also holds the Certified Financial Planner designation. Sharon's experience and qualifications make her a valuable resource for clients seeking personalized financial advice.
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.
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.
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.
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CA
10/21/2021 - Present
Aire Advisors, LLC (BEVERLY HILLS CA)
CA
12/16/2011 - 11/23/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)
CA
01/03/2007 - 12/16/2011
STOCKCROSS FINANCIAL SERVICES, INC. (BEVERLY HILLS CA)
CA
11/07/1997 - 12/04/2006
TD AMERITRADE, INC. (BEVERLY HILLS CA)
CA
06/28/1994 - 11/07/1997
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
IA
Issued 02/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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