Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shareef? Claim Your ProfileShareef Anthony Doumet is a financial advisor with Principal Securities, Inc., located in LONG ISLAND CITY, NY. Shareef is registered with FINRA and has been in the financial industry for over 10 years. Shareef has worked with several firms over the years, including Transamerica Investors Securities Corporation, Transamerica Financial Advisors, Inc, Raymond James Financial Services, Inc., Morgan Stanley, and Merrill Lynch. Shareef is a Series 6, 7, and 66 licensed advisor. Shareef also holds the Series SIE. Shareef is a licensed advisor in Connecticut, Kentucky, New Jersey, and New York. In addition to being an advisor with Principal Securities, Inc., Shareef is also a bank officer with Principal Bank and Principal Trust Company.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NY
09/14/2022 - Present
Principal Securities, Inc. (LONG ISLAND CITY NY)
CO
05/31/2016 - 08/09/2022
TRANSAMERICA INVESTORS SECURITIES CORPORATION (DENVER CO)
FL
02/11/2015 - 05/12/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
06/04/2013 - 10/13/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
12/07/2012 - 02/12/2013
MORGAN STANLEY (CLEARWATER FL)
FL
01/27/2012 - 11/16/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
FL
03/18/2010 - 07/07/2011
FIRST COMMAND FINANCIAL PLANNING, INC. (TAMPA FL)
BOTH
Issued 05/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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