Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shireef? Claim Your ProfileShireef Elmakawi is a financial advisor with over 19 years of experience in the industry. Shireef Elmakawi is currently registered with Osaic Wealth, Inc. in California and has previously worked with a number of other firms, including SAGEPOINT FINANCIAL, INC., LIBERTY GROUP, LLC, BANCWEST INVESTMENT SERVICES, INC., MORGAN STANLEY, CITY NATIONAL SECURITIES, INC., INVEST FINANCIAL CORPORATION, CITIGROUP GLOBAL MARKETS INC., WACHOVIA SECURITIES, LLC, and WM FINANCIAL SERVICES, INC. Shireef Elmakawi holds a Series 66, Series 63, SIE, and Series 7 license.
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.
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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
10/24/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
CA
07/23/2015 - 11/17/2015
LIBERTY GROUP, LLC (OAKLAND CA)
CA
08/19/2013 - 08/26/2014
BANCWEST INVESTMENT SERVICES, INC. (LOS ANGELES CA)
CA
05/09/2013 - 08/14/2013
MORGAN STANLEY (MENLO PARK CA)
CA
08/31/2010 - 08/06/2012
CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)
CA
05/19/2009 - 08/25/2010
INVEST FINANCIAL CORPORATION (VALENCIA CA)
CA
03/06/2008 - 10/30/2008
CITIGROUP GLOBAL MARKETS INC. (CHATSWORTH CA)
CA
08/21/2007 - 12/19/2007
WACHOVIA SECURITIES, LLC (SAN LEANDRO CA)
CA
11/15/2000 - 08/17/2007
WM FINANCIAL SERVICES, INC. (SHERMAN OAKS CA)
BOTH
Issued 10/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shireef Elmakawi is the right advisor for you? Invested Better is here to help.
