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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maher? Claim Your ProfileMaher Shoukr is a financial advisor with Grove Point Advisors, LLC, a firm headquartered in Rockville, MD. Maher has been a registered representative since 2004 and has extensive experience in the financial industry. Maher holds various licenses and certifications, including Series 7, 24, 53, 66, and SIE. Maher specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Maher is committed to providing clients with personalized financial advice and services that help them 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.
A percentage of the total value of assets under management is charged.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
NY
01/29/2004 - 04/03/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/12/2005
Series 4 - Registered Options Principal Examination
BC
Issued 08/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 04/25/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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