Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shakila? Claim Your ProfileShakila Cham is an Investment Advisor Representative at Osaic Wealth, Inc., and has been working in the financial industry since 2021. Shakila works with clients to develop personalized financial plans and manage their investments. Shakila holds Series 66, Series 7TO and SIE licenses. Shakila also holds licenses in New York.
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
NY
02/26/2024 - Present
Osaic Wealth, Inc. (MEDFORD NY)
BOTH
Issued 02/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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