Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shanari? Claim Your ProfileShanari Williams is a financial advisor with Citizens Securities, Inc. and Clarfeld. Shanari has over 10 years of experience in the financial services industry. Shanari is a registered representative and investment advisor representative in Michigan and Ohio. Shanari's areas of expertise include providing financial planning, portfolio management, and selection of other advisors. Shanari's past experience includes working with firms like Fifth Third Securities, Inc., Wells Fargo Clearing Services, LLC, Northwestern Mutual Investment Services, LLC, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and Chase Investment Services Corp.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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MI
08/18/2023 - Present
Citizens Securities, Inc. (Southfield MI)
MI
03/10/2021 - 10/25/2022
FIFTH THIRD SECURITIES, INC. (SOUTHFIELD MI)
MI
12/15/2017 - 03/15/2021
WELLS FARGO CLEARING SERVICES, LLC (FARMINGTON HILLS MI)
MI
06/09/2016 - 01/13/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)
MI
06/06/2013 - 10/14/2015
MORGAN STANLEY (FARMINGTON HILLS MI)
MI
11/06/2012 - 03/20/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
MI
10/01/2012 - 10/25/2012
J.P. MORGAN SECURITIES LLC (BLOOMFIELD HILLS MI)
MI
12/13/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BLOOMFIELD HILLS MI)
IA
Issued 06/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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