Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shulem? Claim Your ProfileShulem Ehrenfeld is a financial professional with over 30 years of experience in the industry. Shulem is currently registered with MML Investors Services, LLC and has a Series 6, 7, 63, 65, and 66 license. Shulem holds a Chartered Financial Consultant designation and has a history of working at several other firms including Signator Investors, Inc., John Hancock Mutual Life Insurance Company, and Allmerica Investments, Inc. Shulem's experience includes working with individual investors, businesses, and institutions. Shulem specializes in asset allocation, financial planning, pension consulting, and educational seminars.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
01/24/2022 - Present
MML Investors Services, LLC (Brooklyn NY)
NY
03/11/1994 - 04/12/2012
SIGNATOR INVESTORS, INC. (BROOKLYN NY)
MA
04/22/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
09/04/1987 - 02/03/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 01/18/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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