Unclaimed
Shumaila Bahram Pirani is a financial advisor with Fifth Third Securities, Inc. Shumaila has been a registered representative since April 4, 2008. Shumaila is registered to provide securities advice in 24 states and has worked with Morgan Stanley, MetLife Securities Inc. and Morgan Keegan & Company, Inc. Shumaila has extensive experience in advising high-net-worth individuals, corporations, and other businesses. Shumaila is a specialist in various investment areas, including individual portfolios, portfolio management for businesses, and selecting other advisors for clients.
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 05/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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