Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Renee Brill has been in the financial services industry since October 7, 1988. Sharon is currently registered with Wells Fargo Clearing Services, LLC in SUMMIT, NJ. Sharon has been with this firm since November 2013. Prior to joining Wells Fargo Clearing Services, LLC, Sharon worked at LPL FINANCIAL LLC, PFS INVESTMENTS INC., CITIGROUP GLOBAL MARKETS INC., PRIME CAPITAL SERVICES, INC., FIDELITY BROKERAGE SERVICES, INC., SHEARSON LEHMAN HUTTON INC., BEAR, STEARNS & CO., TWENTY-FIRST SECURITIES CORPORATION and MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.. Sharon has experience working with individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations.
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.
Investment consulting services to institutional clients
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.
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2
NJ
08/04/2014 - Present
Wells Fargo Clearing Services, LLC (SUMMIT NJ)
NJ
01/03/2011 - 12/18/2013
LPL FINANCIAL LLC (GILLETTE NJ)
NJ
12/22/2010 - 01/05/2011
PFS INVESTMENTS INC. (UNION NJ)
NJ
06/17/2005 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (SHORT HILLS NJ)
NY
08/03/2004 - 08/27/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/22/2000 - 12/31/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
RI
09/18/1989 - 09/22/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
04/25/1985 - 07/03/1989
SHEARSON LEHMAN HUTTON INC.
NY
12/23/1982 - 07/03/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/02/1985 - 04/15/1985
BEAR, STEARNS & CO.
NA
08/27/1984 - 12/14/1984
TWENTY-FIRST SECURITIES CORPORATION
NA
06/28/1982 - 10/29/1982
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
BC
Issued 08/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1983
Series 3 - National Commodity Futures Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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