Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shreeva? Claim Your ProfileShreeva Aylor is a financial advisor at Northwest Financial Advisors LLC. Shreeva has been in the industry since May 2023. Shreeva is registered to provide investment advisory services in Virginia. Shreeva has a Series 66, Series 63, Series 7TO and SIE licenses. Shreeva is also registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia. Shreeva's previous employment was with Fidelity Brokerage Services LLC. Shreeva offers a variety of financial services including financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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VA
11/02/2023 - Present
Northwest Financial Advisors LLC (HERNDON VA)
MD
05/19/2023 - 08/28/2023
FIDELITY BROKERAGE SERVICES LLC (BETHESDA MD)
BOTH
Issued 10/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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