Shearson Financial Services
Shearson Financial Services, LLC is a value oriented investment firm focusing on a broad range of securities and insurance products. Our approach in seeking value is comprehensive, with an emphasis on risk aversion being a primary focus. For all investments we independently value each security before concluding our investment decisions. As a general rule for our bond accounts, broad diversification is primary. We invest predominantly in investment grade instruments. For our equity accounts we focus on a limited number of securities that we believe have a compelling value. We employ fundamental and technical reviews of these positions on a regular basis. Our non-proprietary products and services represent what we consider to be core, fundamental strategies for serious investors. We seek to mitigate risk by adhering to independent, disciplined investment strategies, which we believe will be less volatile over time than those offered by other financial institutions.
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Verified contacts
16
available on Kipplo
LinkedIn employees
26
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- JD
John Desiderio
Managing Director · General Business & Management
EmailPhone - ND
Nicole Dubiton
Vice President · General Business & Management
EmailPhone - RH
Richard Hollan
VP · General Business & Management
EmailPhone - RO
Richard Oleary
Senior Vice President · General Business & Management
EmailPhone - RT
Randall Thomas
Operational Specialist · Operations
EmailPhone - RH
Robert Hirsch
Senior Managing Director · General Business & Management
EmailPhone - SG
Steven Grossman
President · General Business & Management
EmailPhone
Showing 7 of 16 verified contacts
Top roles at Shearson Financial Services
11 distinct titles indexed · top 10 shown.
- 6managing director
- 1customer service representative
- 1executive director
- 1operational specialist
- 1president
- 1senior managing director
- 1senior vice president
- 1stock broker
- 1stockbroker
- 1vice president
- +1more titles
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