Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Dilorenzo is a financial professional with over 20 years of experience in the industry. Sharon is currently registered with MML Investors Services, LLC and holds Series 6, 63 and SIE licenses. Sharon is also a Chartered Financial Consultant. Sharon has previously been registered with MSI Financial Services, Inc., and Metropolitan Life Insurance Company. Sharon is a registered Investment Advisor in New York. In addition to her work as a financial advisor, Sharon is also an independent insurance agent. Sharon has a deep understanding of the financial markets and is committed to providing her clients with personalized advice and guidance.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (LATHAM NY)
NY
04/16/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LATHAM NY)
NY
04/16/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LATHAM NY)
BC
Issued 05/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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