Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherie? Claim Your ProfileSherie Connorton is a financial advisor at Morgan Stanley with over 23 years of experience in the industry. Connorton is a registered representative in 51 states and the District of Columbia, holding both Series 7 and Series 63 licenses. She also holds an Investment Adviser Representative (IAR) license in New York and Texas. Connorton has been with Morgan Stanley since 2009. Previous to that, she worked at Citigroup Global Markets Inc. for 11 years. Connorton's specialties include portfolio management for individuals, businesses, and investment companies. She also provides asset allocation advice and financial planning.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/16/2012 - Present
Morgan Stanley (Rochester NY)
NY
05/22/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ROCHESTER NY)
BC
Issued 03/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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