Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherlyn? Claim Your ProfileSherlyn McMahon is a financial advisor registered with Fidelity Personal And Workplace Advisors. Sherlyn has been in the financial industry since 2008 and has a wide range of experience working with clients in a variety of capacities. She holds Series 7, Series 63, Series 66, and SIE licenses and is registered to offer advisory services in 17 states. Sherlyn specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Prior to joining Fidelity Personal And Workplace Advisors, Sherlyn worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Salomon Smith Barney Inc., and Salomon Brothers Inc.
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.
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.
1
2
NJ
08/17/2023 - Present
Fidelity Personal AND Workplace Advisors (MILLBURN NJ)
NJ
06/14/2018 - 08/07/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NY
09/01/1998 - 02/27/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/19/1994 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NA
01/31/1989 - 03/13/1990
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 10/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/9/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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