Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaker? Claim Your ProfileShaker Mohamed Sherif is a financial advisor with over 25 years of experience in the industry. He has been registered with MML Investors Services, LLC since March 1999. Prior to joining MML, Shaker was with Princor Financial Services Corporation and American Express Financial Advisors Inc. Shaker has a wide range of experience, including providing investment advice to individuals, businesses, and pension plans. He is also a registered representative with the Financial Industry Regulatory Authority (FINRA). Shaker holds the Series 7, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) exam.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
03/11/1999 - Present
MML Investors Services, LLC (TAMPA FL)
IA
01/05/1996 - 02/18/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
05/02/1995 - 06/14/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/02/1995 - 06/14/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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