Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haider? Claim Your ProfileHaider Sharifi is a financial advisor at Cambridge Investment Research Advisors, Inc. Haider has been in the financial services industry since 2006 and has a broad range of experience in providing financial advice to individuals and businesses. Haider is a Certified Financial Planner and holds the Series 7, Series 31, and Series 66 licenses. Haider is also registered to provide investment advisory services in Virginia and Texas. Haider's primary focus is providing financial planning, portfolio management, and retirement planning services. Haider is committed to helping clients achieve their financial goals.
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.
Solicitation fees from 3rd party money managers
1
2
VA
11/08/2013 - Present
Cambridge Investment Research Advisors, Inc. (Moseley VA)
VA
06/01/2009 - 11/20/2013
MORGAN STANLEY (RICHMOND VA)
VA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RICHMOND VA)
VA
09/08/2006 - 04/02/2007
MORGAN STANLEY DW INC. (RICHMOND VA)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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