Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Goodfellow has been an active financial advisor since December 2005. Sharon is currently registered with Cadaret, Grant & Co., Inc. and has a strong background in the industry, having previously worked for firms such as Morgan Stanley & Co. Incorporated, VALIC Financial Advisors, Inc., Chase Investment Services Corp., and Ameriprise Financial Services, Inc. Sharon specializes in offering various financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Sharon is licensed and registered in many states and is committed to providing high-quality advice and service to her clients.
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.
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.
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2
NY
08/18/2008 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
NY
05/07/2007 - 08/12/2008
MORGAN STANLEY & CO. INCORPORATED (SYRACUSE NY)
TX
05/15/2006 - 12/31/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NY
01/04/2006 - 05/15/2006
CHASE INVESTMENT SERVICES CORP. (SYRACUSE NY)
TX
10/18/2005 - 11/02/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MN
05/25/2005 - 10/06/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/25/2005 - 10/06/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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