Sharon G. Delgreco
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Sharon Gail Delgreco, who also goes by Sherry Delgreco, was a registered financial professional .
Sharon is a previously registered financial professional and started their career in finance in 1994. Sharon had worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 16, 2012 - November 1, 2013
BETTERMENT SECURITIES
July 24, 2008 - April 1, 2011
MADISON PROPRIETARY TRADING GROUP, LLC
July 24, 2008 - April 14, 2011
BETTERMENT SECURITIES
March 28, 2007 - June 18, 2009
OFFMAN SECURITIES, LLC
June 2, 2006 - November 1, 2006
LIGHTHOUSE FINANCIAL GROUP, LLC
October 18, 2002 - November 2, 2005
US TRADING LLC
September 1, 1998 - November 2, 2005
CARLIN EQUITIES, LLC
August 31, 1994 - December 19, 1997
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BETTERMENT SECURITIES
CRD#: 47788 / SEC#: , 8-51906
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BETTERMENT HOLDINGS, INC. | PARENT COMPANY | |
| FELDMAN, RICHARD MARK | PRINCIPAL FINANCIAL OFFICER | 2273453 |
| KHENTOV, BORIS | PRESIDENT | 6216649 |
| KRAMER, ANDREW JOHNATHAN | PRINCIPAL OPERATIONS OFFICER | 6393302 |
| ROSENBLOOM, SETH JOSEPH | CHIEF LEGAL OFFICER | 6612490 |
| WOLDOW, BRIAN JEFFREY | CHIEF COMPLIANCE OFFICER | 2773616 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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