Sharif Muhammad (CRD# 5717619) is an Investment Advisor Representative working at Unlimited Capital Advisors LLC in Somerset, NJ and has over 14 years of experience in the finance industry. Sharif Muhammad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Unlimited Risk Advisors LLC | Somerset, NJ | Mar 2021 - Current | 3 |
| Unlimited Financial Group Inc. | Somerset, NJ | Mar 2021 - Current | 3 |
| Unlimited Capital Advisors LLC | Somerset, NJ | Jan 2021 - Current | 3 |
| Unlimited Financial Services LLC | Somerset, NJ | Feb 2003 - Current | 21 |
| Unlimited Real Estate Investors LLC | Somerset, NJ | Aug 2006 - Mar 2021 | 14 |
| Equitable Advisors, LLC | New York, NY | Jun 2020 - Feb 2021 | < 1 |
| Axa Advisors, LLC | New York, NY | Nov 2009 - Jun 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- NJ
-
Total Assets Under Management4MILLIONS
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Total Number of Accounts14ACCOUNTS
-
Average Account Value$250,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ
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