Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Patricia Ryan is a financial professional with over 14 years of experience in the industry. Sharon is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and Bofa Securities, Inc. Sharon has also been employed with BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BARCLAYS CAPITAL INC., and J.P. MORGAN SECURITIES INC. Sharon holds the Series 16 exam. Sharon specializes in providing financial advice to individuals, corporations or other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Sharon is based in the New York City area and works out of the One Bryant Park office.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
04/16/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
03/26/2019 - 03/07/2022
BOFA SECURITIES, INC. (NEW YORK NY)
NY
09/29/2015 - 03/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/23/2008 - 08/03/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
11/01/2001 - 11/07/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 12/09/2008
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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