Shari L. Amitrano
Professional summary
Shari Lynne Amitrano, who also goes by Shari Lynne Cagan, is a registered financial professional currently at LEBENTHAL FINANCIAL SERVICES, INC. located in Jericho, New York.
Shari is registered as a RR (Registered Representative) and started their career in finance in 1996. Shari has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Shari Lynne Amitrano's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 10, 2026 - Present
LEBENTHAL FINANCIAL SERVICES, INC.
Office #1: 500 N. Broadway Suite 238, Jericho, NY 11753March 25, 2017 - May 28, 2026
MML INVESTORS SERVICES, LLC
June 10, 2008 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
March 7, 2006 - February 1, 2007
UNDERWRITERS EQUITY CORPORATION
November 21, 2005 - February 8, 2006
MMA SECURITIES LLC
April 2, 2003 - September 1, 2005
CITICORP INVESTMENT SERVICES
October 1, 1996 - March 12, 2003
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/10/2026)
Exams
FINRA
Current Firm
LEBENTHAL FINANCIAL SERVICES, INC.
CRD#: 137988 / SEC#: , 8-67140
Contact information
FINRA licenses (40 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 1 |
Red Flags
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