Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samir? Claim Your ProfileSamir K Shah is a financial professional with over 17 years of experience in the industry. Samir is registered with LPL Financial LLC, a well-established firm with over $50 billion in assets under management. Samir's expertise and experience allow Samir to provide a wide range of financial services to individuals, corporations, and other organizations. Samir holds a Series 66, SIE, and Series 7 license. Samir is committed to providing personalized financial guidance and helping clients 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.
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
MA
07/06/2023 - Present
LPL Financial LLC (BRAINTREE MA)
MA
02/22/2006 - 09/08/2009
MUTUAL SERVICE CORPORATION (BRAINTREE MA)
BOTH
Issued 04/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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