Shadi Maasri is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with SECURE ASSET MANAGEMENT, L.L.C..
| Firm | From | To | Current |
|---|---|---|---|
| SECURE ASSET MANAGEMENT, L.L.C. | 2024-05-07 | present | Yes |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2024-02-20 | 2024-05-17 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-05-20 | 2022-08-25 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-07-09 | 2019-06-14 | — |