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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 Schoenherr is a registered investment advisor representative with Morgan Stanley. Sharon has been in the securities industry since June 2001. She has a Series 7, Series 63, Series 66 and SIE licenses. Sharon has a total of 17 years of experience in the industry, and currently works in the New Brunswick, NJ branch office. Prior to joining Morgan Stanley, Sharon worked at BNY INVESTMENT CENTER INC. and UST SECURITIES CORP.. She also has registrations in 17 states, including Alabama, California, Colorado, Connecticut, Florida, Georgia, Maryland, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Texas, Virginia and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
NJ
05/05/2020 - Present
Morgan Stanley (New Brunswick NJ)
NY
11/03/2004 - 09/25/2007
BNY INVESTMENT CENTER INC. (NEW YORK NY)
CT
09/27/2001 - 12/31/2002
UST SECURITIES CORP. (STAMFORD CT)
BOTH
Issued 09/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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