Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anas? Claim Your ProfileAnas Shraim is a financial advisor at Janney Montgomery Scott LLC. Anas has been in the financial services industry since 2013 and has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Anas is licensed to provide investment advice in 53 states and the District of Columbia. Anas specializes in financial planning, portfolio management, and retirement planning. Anas holds Series 7, 63, and 66 licenses and has a bachelor's degree in finance. Anas is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
11/01/2021 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
NJ
10/02/2020 - 11/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
FL
12/12/2013 - 12/11/2018
J.P. MORGAN SECURITIES LLC (MIAMI FL)
PA
08/30/2013 - 11/13/2013
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
BOTH
Issued 10/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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