Shearson Financial Services
Financial Services
7000 W. Palmetto Park Road
25 employees
- Employees
- 25
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Shearson Financial Services Overview
- Headquarters
- 7000 W. Palmetto Park Road
- Phone Number
- Available in AeroLeads
- Website
- shearsonllc.com
- Industry
- Financial Services
- Employees
- 25
- Founded
- 1996
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Shearson Financial Services
Shearson Financial Services, LLC is a value oriented investment firm focusing on a broad range of securities and insurance products. Our approach in seeking value is comprehensive, with an emphasis on risk aversion being a primary focus. For all investments we independently value each security before concluding our investment decisions. As a general rule for our bond accounts, broad diversification is primary. We invest predominantly in investment grade instruments. For our equity accounts we focus on a limited number of securities that we believe have a compelling value. We employ fundamental and technical reviews of these positions on a regular basis. Our non-proprietary products and services represent what we consider to be core, fundamental strategies for serious investors. We seek to mitigate risk by adhering to independent, disciplined investment strategies, which we believe will be less volatile over time than those offered by other financial institutions.
Shearson Financial Services Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Shearson Financial Services Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Nicole Dubiton | Vice President at Shearson Financial Services | Katy, Texas, United States |
Email
Phone
|
| Richard O'leary | Managing Partner at Red Hills Capital, Llc | Tallahassee, Florida, United States |
Email
Phone
|
| John Desiderio | Senior Managing Director | Boca Raton, Florida, United States |
Email
|
| Steven Grossman | Financial Consultant - Individual and Institutional Fixed Income Specialist | Boca Raton, Florida, United States |
Email
Phone
|
Employees by Management Level
Director
5 profiles
Individual contributor
4 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 4 | 4 | 2 |
| Finance | 1 | 1 | 0 |