Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherif? Claim Your ProfileSherif Othman is an investment advisor representative at Poise Investment Advisors, LLC. Sherif has been in the financial services industry for over a decade, and is committed to providing personalized investment advice to clients. Sherif holds the Series 65 and SIE licenses. Sherif is a specialist in providing financial planning, market timing services, educational seminars, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MD
01/23/2025 - Present
Poise Investment Advisors (GERMANTOWN MD)
IA
Issued 12/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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