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Ishaq Khader Mohiuddin

Shariaportfolio, Inc.

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About Ishaq Khader Mohiuddin

Ishaq Khader Mohiuddin is an investment advisor representative at Shariaportfolio, Inc. Ishaq has been in the industry for over 30 years. Ishaq previously worked for SII Investments, Inc., Citicorp Investment Services, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, PRUCO SECURITIES CORPORATION, METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. Ishaq holds Series 6, Series 63, Series 26 and Series 65 licenses. Ishaq is active in Illinois as an investment advisor representative. Shariaportfolio, Inc. is an investment advisor firm based in Lake Mary, Florida that manages over $832 million in assets.

Firm Information

Ishaq Mohiuddin is currently registered with Shariaportfolio, Inc.. Shariaportfolio, Inc. is an investment advisor headquartered in LAKE MARY, FL. They provide portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They also offer educational seminars. The firm manages approximately $832 million in assets for a diverse client base, including high-net-worth individuals, investment companies, charitable organizations, and pension plans. Shariaportfolio, Inc. is committed to providing investment solutions that are compliant with Islamic principles.
Shariaportfolio, Inc.

1331 S. INTERNATIONAL PARKWAY

LAKE MARY, FL 32746

$832.28M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Ishaq Mohiuddin’s Registration & Firm History

IL

12/16/2014 - Present

Shariaportfolio, Inc. (MUNDELIEN IL)

IN

03/17/2009 - 09/10/2009

SII INVESTMENTS, INC. (MERRILLVILLE IN)

IL

08/10/2005 - 05/07/2007

CITICORP INVESTMENT SERVICES (NILES IL)

IL

07/06/2005 - 08/11/2005

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IL

03/12/2001 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NJ

06/02/1999 - 02/21/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

MA

05/06/1988 - 11/19/1997

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/06/1988 - 11/19/1997

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/29/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/05/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ishaq Khader Mohiuddin.
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