Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sami? Claim Your ProfileSami Sharif is a financial advisor with Klingman And Associates, LLC. Sami is registered in New York and has been in the industry since January 2013. Sami has a background in finance and has experience providing financial planning and investment advice to individuals and families. Sami is also a Chartered Financial Analyst. Sami has been with Klingman And Associates, LLC since February 2018. Prior to that, Sami worked at Raymond James Financial Services, Inc. and Sontag Advisory. Sami specializes in providing financial advice to individuals and families.
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.
General consulting 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.
A percentage of the total value of assets under management is charged.
1
2
NY
06/01/2021 - Present
Klingman AND Associates, LLC (NEW YORK NY)
NJ
01/01/2013 - 05/28/2014
MORGAN STANLEY (MORRISTOWN NJ)
BOTH
Issued 01/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sami Sharif is the right advisor for you? Invested Better is here to help.
