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SR

Sharline L. Rodriguez

CANAM INVESTOR SERVICES
New York, NY 10005
Some features on this profile are disabled
CRD#: 6914936
SR

Professional summary

Sharline Linabell Rodriguez is a registered financial professional currently at CANAM INVESTOR SERVICES, LLC located in New York, New York.

Sharline is registered as a RR (Registered Representative) and started their career in finance in 2019. Sharline has worked at 1 firm and has passed the Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Sharline Linabell Rodriguez's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 18, 2019 - Present

CANAM INVESTOR SERVICES, LLC

Office #1: 48 Wall Street 24th Floor, New York, NY 10005
BD
CRD#: 158539
New York, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 11/18/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/11/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CANAM INVESTOR SERVICES, LLC
CANAM BROKER, LLC | CANAM INVESTOR SERVICES, LLC

CRD#: 158539 / SEC#: , 8-68904

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
48 Wall Street 24th Floor, New York, NY 10005
Mailing Address
48 Wall Street 24th Floor, New York, NY 10005
Phone number
(646) 825-8710
Established
Delaware since 06/06/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (31 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CANAM BD HOLDINGS, LLCMANAGING MEMBER, OWNER
CALABRESE, PETER WHITNEYCHIEF EXECUTIVE OFFICER4590054
INGRAHAM, FRANK TODDCHIEF COMPLIANCE OFFICER2918519
RIORDAN, TIFFANY ANNEFINOP AND CFO

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CANAM INVESTOR SERVICES, LLC

CRD#: 158539New York, NY 10005

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