Shari Kinney

Shari Kinney Email and Phone Number

Transition Services for Financial Advisors @ Advisor Transition Services
Shari Kinney's Location
Harrisburg, North Carolina, United States, United States
Shari Kinney's Contact Details

Shari Kinney work email

Shari Kinney personal email

About Shari Kinney

Shari Kinney is a Transition Services for Financial Advisors at Advisor Transition Services. She possess expertise in series 7.

Shari Kinney's Current Company Details
Advisor Transition Services

Advisor Transition Services

View
Transition Services for Financial Advisors
Shari Kinney Work Experience Details
  • Advisor Transition Services
    Transition Consultant
    Advisor Transition Services Jan 2024 - Present
    Cary, Nc, Us
    Financial Transition Consultant
    View
  • Yellowwood Wealth Solutions, Llc
    Vice President/Operations Specialist
    Yellowwood Wealth Solutions, Llc Nov 2018 - Jan 2024
    Charlotte, Nc, Us
    www.yellowwoodwealth.com
    View
  • Merrill Lynch
    Senior Registered Client Associate
    Merrill Lynch May 2013 - Nov 2018
    New York, Ny, Us
    View
  • Morgan Stanley Wealth Management
    Senior Registered Sales Assistant
    Morgan Stanley Wealth Management 2006 - May 2013
    New York, Ny, Us
    View
  • Raymond James Financial Inc.
    Registered Sales Assistant
    Raymond James Financial Inc. 2001 - 2006
    St. Petersburg, Florida, Us
    Was on the Institutional Taxable Fixed Income Desk
    View
  • Wells Fargo Advisors
    Registered Sales Assistant
    Wells Fargo Advisors 1997 - 2001
    St. Louis, Missouri, Us
    View
  • Smith Barney
    Registered Sales Assistant
    Smith Barney 1991 - 1997
    New York, Ny, Us
    View

Shari Kinney Skills

Series 7

Frequently Asked Questions about Shari Kinney

What company does Shari Kinney work for?

Shari Kinney works for Advisor Transition Services

What is Shari Kinney's role at the current company?

Shari Kinney's current role is Transition Services for Financial Advisors.

What is Shari Kinney's email address?

Shari Kinney's email address is sh****@****lth.com

What skills is Shari Kinney known for?

Shari Kinney has skills like Series 7.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.