Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Reynolds Stepenosky is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Sharon has been in the securities industry since July 8, 2018. Sharon has passed the Series 66, Series 7, and SIE exams. Sharon is licensed in 36 states. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Sharon was employed at MORGAN STANLEY. Sharon has a wide range of experience in the financial services industry, including investment advisory, portfolio management, and financial planning. Sharon is committed to providing her clients with personalized service and helping them achieve their financial goals. Sharon is a member of the El Encanto HOA Board.
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
CA
01/05/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WESTLAKE VILLAGE CA)
CA
01/24/2020 - 12/03/2021
MORGAN STANLEY (Westlake Village CA)
CA
02/28/2018 - 09/27/2019
MORGAN STANLEY (WOODLAND HILLS CA)
BOTH
Issued 03/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Sharon Stepenosky is the right advisor for you? Invested Better is here to help.
