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Sharon D Wilson
SHARON D PETERSON, SHARON D WILSON, SHARON WILSON
CRD#: 2315777
IA
B
MORGAN STANLEYCRD#: 149777 1901 Main Street
Suite 700
Irvine, CA 92614
Suite 700
Irvine, CA 92614
0
Disclosures
3
Years of Experience
View By:
State Registrations
B
Alabama 12/5/2023
B
Missouri 12/5/2023
B
Alaska 2/7/2025
B
Montana 12/5/2023
B
Arizona 12/5/2023
B
Nebraska 7/11/2024
B
California 12/5/2023
B
Nevada 12/20/2023
IA
California 12/5/2023
B
New Hampshire 12/5/2023
B
Colorado 12/5/2023
B
New Jersey 12/5/2023
B
Connecticut 12/20/2023
B
New York 12/5/2023
B
Delaware 2/20/2025
B
North Carolina 12/5/2023
B
District of Columbia 12/20/2023
B
Ohio 12/5/2023
B
Florida 12/5/2023
B
Oklahoma 12/20/2023
B
Georgia 12/5/2023
B
Oregon 12/5/2023
B
Hawaii 12/20/2023
B
Pennsylvania 12/5/2023
B
Idaho 12/5/2023
B
Rhode Island 12/20/2023
B
Illinois 12/5/2023
B
South Carolina 12/5/2023
B
Indiana 12/20/2023
B
South Dakota 11/27/2024
B
Iowa 12/20/2023
B
Tennessee 12/5/2023
B
Louisiana 12/5/2023
B
Texas 12/5/2023
B
Maine 12/5/2023
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Texas 12/5/2023
B
Maryland 12/5/2023
B
Utah 8/26/2024
B
Massachusetts 12/5/2023
B
Virginia 12/5/2023
B
Michigan 12/5/2023
B
Washington 12/5/2023
B
Minnesota 12/5/2023
B
Wisconsin 12/20/2023
B
Mississippi 8/26/2024
B
Wyoming 12/20/2023
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 12/5/2023
B
Registered with this firm since 12/5/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 08/26/2022 - 10/13/2023 | PLANTATION, FL | |
B | 06/07/2001 - 07/22/2002 | NAPERVILLE, IL |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.