Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shymaa? Claim Your ProfileShymaa Hamada Aref is a financial advisor with over 6 years of experience in the financial services industry. Shymaa Aref is currently registered with Fidelity Personal AND Workplace Advisors as an investment advisor representative and has been with the firm since December 2021. Before joining Fidelity Personal AND Workplace Advisors, Shymaa Aref worked at WELLS FARGO CLEARING SERVICES, LLC from September 2015 to December 2021. Shymaa Aref holds the Series 6, Series 7, Series 63, and Series 66 licenses. Shymaa Aref specializes in providing financial planning, portfolio management for businesses and individuals, 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
08/15/2022 - Present
Fidelity Personal AND Workplace Advisors (MISSION VIEJO CA)
CA
09/10/2015 - 12/20/2021
WELLS FARGO CLEARING SERVICES, LLC (LADERA RANCH CA)
BOTH
Issued 08/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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