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Shumaila Bahram Pirani

Fifth Third Securities, Inc.

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About Shumaila Bahram Pirani

Shumaila Pirani is an active investment advisor representative for Fifth Third Securities, Inc., a firm headquartered in Cincinnati, Ohio. Shumaila joined the firm in October 2013. Shumaila has over 15 years of experience in the financial services industry. Her specializations include investment companies, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Shumaila holds Series 7 and 66 securities licenses and is registered in over two dozen states. The firm's regulatory assets under management is reported as over 7.98 billion dollars. The firm offers a range of financial services including financial planning, portfolio management for individuals and businesses, and other advisory services.

Firm Information

Shumaila Pirani is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

1350 ROPER BLVD

CLERMONT, FL 34711

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shumaila Pirani’s Registration & Firm History

FL

11/13/2013 - Present

Fifth Third Securities, Inc. (CLERMONT FL)

FL

02/11/2013 - 09/18/2013

CNL SECURITIES CORP. (ORLANDO FL)

FL

09/03/2010 - 02/20/2013

MORGAN STANLEY (ORLANDO FL)

FL

10/12/2009 - 08/16/2010

METLIFE SECURITIES INC. (PLANTATION FL)

FL

04/07/2008 - 09/15/2009

MORGAN KEEGAN & COMPANY, INC. (AVENTURA FL)

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Licenses & Designations

BOTH

Issued 5/16/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/4/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shumaila Bahram Pirani.
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