Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisha? Claim Your ProfileMarisha Sims Muhammad is a financial professional with over 20 years of experience in the financial services industry. Marisha is currently registered with LPL Financial LLC in Fort Mill, South Carolina. Marisha has previously worked with Pruco Securities, LLC., UVEST Financial Services Group, Inc., Transamerica Securities Sales Corporation and First Union Brokerage Services, Inc. Marisha is licensed in North Carolina and South Carolina.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
02/13/2023 - Present
LPL Financial LLC (FORT MILL SC)
NJ
06/23/2022 - 12/20/2022
PRUCO SECURITIES, LLC. (NEWARK NJ)
SC
03/01/2012 - 06/07/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
05/07/2001 - 04/23/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
CA
10/29/1999 - 06/14/2000
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NC
10/20/1998 - 12/10/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 10/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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