Sharon Beharie

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 11/2017
  Allstate Insurance Company
  Lincoln Park, NJ
• 11/2017 → 10/2020
  Jp Morgan Chase Bank
  Teaneck, NJ
• 11/2017 → 10/2020
  Jp Morgan Securities Llc
  Teaneck, NJ
• 05/2017 → 11/2017
  Allstate Financial Advisors Llc
  Lincoln Park, NJ
• 04/2017 → 11/2017
  Allstate Financial Services, Llc
  Lincoln Park, NJ
• 10/2020 → 03/2023
  Fidelity Investments
  Paramus, NJ
• 05/2023 → Present
  Charles Schwab & Co., Inc
  Edgewater, NJ
• 05/2023 → Present
  Charles Schwab Bank Ssb
  Edgewater, NJ

Previous Registrations

• 2020-12-18 → 2023-03-28
  Fidelity Personal And Workplace Advisors
  Paramus, NJ
• 2017-11-22 → 2020-10-22
  J.P. Morgan Securities Llc
  Teaneck, NJ
  Englewood, NJ
• 2017-05-31 → 2017-11-27
  Allstate Financial Advisors, Llc
  Lincoln Park, NJ
• 2015-09-09 → 2016-06-16
  Ameriprise Financial Services, Llc
  Paramus, NJ
• 2009-03-26 → 2010-01-22
  Pruco Securities, Llc.
  Paramus, NJ
• 2008-09-02 → 2009-02-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Paramus, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-11-11
• S65 Uniform Investment Adviser Law Examination
  2007-03-26

Designations

• Certified Financial Planner

Other Names

• Sharon Elaine Beharie
• Sharon E Beharie