Shearson Financial Services LLC - Crunchbase Company Profile & Funding

Overview

Shearson Financial Services LLC

Heat Score

Company Performance Metrics

Score

Trend

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Shearson Financial Services LLC

CB Rank

2866500

Shearson Financial Services LLC is a value-oriented investment firm focusing on a broad range of securities and insurance products.

Founded

obfuscation

Private

Boca Raton, Florida, United States

11-50

www.shearsonllc.com/

Asset Management

Consulting

Financial Services

Details

Legal Name

Shearson Financial Services LLC

Operating Status

Active

Company Type

For Profit

Phone Number

561-613-4727

Contact Email

info@shearsonllc.com

Predictions & Insights

Growth Prediction

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Products & Services

Full-Service Retail & Institutional Brokerage Services

Provides brokerage services including equity underwriting, private placements, portfolio management, retirement planning, asset allocation, and estate settlement for retail and institutional clients.

Fixed Income Securities

Offers investment products such as corporate bonds, municipal bonds, mortgage-backed securities, and collateralized mortgage obligations for income-focused portfolios.