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Shaker Sherif

30 Years of Experience
Tampa, FL
2 DisclosuresBrokerSells Insurance

Shaker Sherif is a registered investment advisor at MML Investors Services, LLC, based in Tampa, FL, with 30 years of industry experience. Shaker is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4830 W. Kennedy Blvd, Suite 800, Tampa, FL, 33609-2557

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2009
Denied
Customer Dispute
April 2005
Denied
Other Business ActivitiesSells Insurance

Shaker is the owner of Sherif Financial Group, where he is involved in health insurance sales. A staff person handles the day-to-day operations, and Shaker spends minimal time on this activity.

Employment History
Current Registrations
MML Investors Services, LLC
March 1999 - Present · 27 yrs 7 mos
MML Investors Services, LLCBroker
March 1999 - Present · 27 yrs 7 mos
Previous Registrations
Princor Financial Services CorporationBroker
January 1996 - February 1999 · 3 yrs 1 mo
American Express Financial Advisors INC.Broker
May 1995 - June 1995 · 1 mo
Ids Life Insurance CompanyBroker
May 1995 - June 1995 · 1 mo
State Registrations12 states
COFLGAMDMIMOMSNCNYOHSCVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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