Unclaimed
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.
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.
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.
Sponsor wrap fee program
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.
1
2
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)
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
Active
Inactive
F
FINRA
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