Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherif? Claim Your ProfileSherif Atia is an active Investment Advisor Representative at Hoopoe Advisors. Sherif has been in the industry since August 2019. Sherif is registered to provide investment advice in Massachusetts and Texas. Sherif is also a registered representative in California, Massachusetts, New Jersey, New York, and Pennsylvania. Sherif holds Series 66, Series 7TO, and SIE licenses. Sherif specializes in providing financial planning, pension consulting, and portfolio management for individuals.
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.
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
MA
10/08/2020 - Present
Hoopoe Advisors (BOSTON MA)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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