Unclaimed
Sharyne Giacalone is a financial professional with over 15 years of experience in the industry. Sharyne is currently registered with Key Investment Services LLC, located in Brewster, NY. Sharyne has previously worked at LPL FINANCIAL LLC, HSBC SECURITIES (USA) INC., and HSBC BROKERAGE (USA) INC. Sharyne holds the Series 6, Series 63, and SIE licenses and is registered to offer investment advisory services in the state of New York.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/15/2016 - Present
KEY Investment Services LLC (Brewster NY)
NY
01/04/2013 - 08/26/2014
LPL FINANCIAL LLC (STONY POINT NY)
NY
01/01/2005 - 05/15/2012
HSBC SECURITIES (USA) INC. (BEDFORD HILLS NY)
NY
02/10/2004 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 04/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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