Unclaimed
Hameem Syed Shah is an investment advisor representative with Ally Invest Advisors. Hameem is licensed to provide investment advice in 52 states, and is a registered representative with FINRA. Hameem is a member of the securities industry for over 5 years, and previously worked at Charles Schwab & Co., Inc. Shah is a highly experienced investment advisor who is committed to providing clients with the best possible service.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
03/08/2022 - Present
Ally Invest Advisors (Lewisville TX)
AZ
09/02/2015 - 04/22/2016
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 03/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2021
Series 24 - General Securities Principal Examination
BC
Issued 04/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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