Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Treiser is an investment advisor representative with Manning & Napier Advisors, LLC. Sharon is a Registered Representative and has a background in financial planning and portfolio management. Sharon has over 30 years of experience in the securities industry. Sharon is a highly experienced advisor who has helped clients achieve their financial goals. She is a member of the Naples Woman's Club and is involved in charitable activities.
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.
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.
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.
Mna may negotiate the fee for customized portfolios and services
1
2
FL
01/18/2025 - Present
Manning & Napier Advisors, LLC (Naples FL)
FL
04/01/2014 - 09/03/2021
J.P. MORGAN SECURITIES LLC (Naples FL)
FL
01/03/2012 - 03/18/2014
PNC INVESTMENTS (NAPLES FL)
NY
07/02/2007 - 07/08/2010
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
09/25/2006 - 07/02/2007
MBSC, LLC (NEW YORK NY)
CA
04/29/2005 - 08/02/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
FL
06/16/2004 - 05/03/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
OH
03/06/2002 - 05/18/2004
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
NE
10/15/1996 - 03/11/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
07/31/1993 - 10/30/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
01/15/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
FL
07/07/1988 - 01/14/1993
HERITAGE INVESTMENT SECURITIES INC. (NAPLES FL)
NA
10/17/1986 - 06/07/1988
NEWHARD, COOK & CO. INCORPORATED
NA
04/14/1986 - 10/28/1986
E. F. HUTTON & COMPANY INC
NA
02/19/1986 - 03/25/1986
WALL STREET CAPITAL CORPORATION
BOTH
Issued 11/15/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sharon Treiser is the right advisor for you? Invested Better is here to help.
