Unclaimed
Shamir Dov Hirsch is a financial professional with over 20 years of experience in the industry. Shamir has held positions at several prominent financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Securities Incorporated, and Bear, Stearns & Co. Inc. Shamir currently works as a Registered Representative at Ameriprise Financial Services, LLC. Shamir is registered to provide investment advice and brokerage services in several states.
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 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
08/15/2016 - Present
Ameriprise Financial Services, LLC (Plainview NY)
NY
09/15/2006 - 02/16/2011
CHASE INVESTMENT SERVICES CORP. (WHITE PLAINS NY)
IL
03/22/2004 - 11/05/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
06/23/2003 - 02/10/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/27/2001 - 08/20/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/23/1999 - 02/15/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 07/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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