Sharon Beharie
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.May 2023 to now
- Charles Schwab Bank SsbMay 2023 to now
- Fidelity InvestmentsOct 2020 to Mar 2023
- JP Morgan Chase BankNov 2017 to Oct 2020
- JP Morgan Securities LLCNov 2017 to Oct 2020
- Allstate Financial Advisors LLCMay 2017 to Nov 2017
- Allstate Financial Services, LLCApr 2017 to Nov 2017
- Allstate Insurance CompanyJul 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3228585
- Firm CRD
- 5393