HS
CFP
HS
CFP

Haider Sharifi

19 Years of Experience
Moseley, VA
BrokerSells Insurance

Haider Sharifi is a CFP-designated registered investment advisor, based in Moseley, VA, with 19 years of industry experience.

Location

Moseley, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Haider is an independent insurance agent for various insurance companies since 2013, dedicating a significant amount of time to this activity. He is also involved in music and entertainment, manages Purpose & Wealth LLC, is an advisory representative of a RIA, and serves as treasurer for a men's golf association.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
November 2013 - Present · 12 yrs 6 mos
Cambridge Investment Research Advisors, INC.
November 2013 - Present · 12 yrs 6 mos
Cambridge Investment Research, INC.
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Morgan Stanley
June 2009 - November 2013 · 4 yrs 5 mos
Morgan StanleyBroker
June 2009 - November 2013 · 4 yrs 5 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2007 - April 2007 · 3 mos
Morgan Stanley Dw INC.Broker
September 2006 - April 2007 · 7 mos
State Registrations16 states
AZDCDEFLGAINMDMINCNHNJRITNTXVAWV
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.