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2565 West Maple Rd, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-07 |
Branch Locations
2565 West Maple Rd, Troy, MI 48084 • United States
1668 S Telegraph Ste 100, Bloomfield Hills, MI 48302 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dearborn | MI | 11/2016 | 06/2019 |
| Wayne State University | Detroit | MI | 05/2016 | 11/2016 |
| Bank Of America | Shebley Township | MI | 11/2016 | 02/2018 |
| Fidelity Investments | Farmington Hills | MI | 06/2019 | 07/2022 |
| Elies Mediterranean Grill And Bar | Birmingham | MI | 08/2022 | 11/2023 |
| Adam Lawrie | Troy | MI | 11/2023 | Present |
| Northwestern Mutual Investment Services Llc | Troy | MI | 01/2024 | Present |
| Bank Of America Merrill Lynch | Dearborn | MI | 11/2016 | 05/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2024 | Present |
| Secure Asset Management, L.L.C. | Bloomfield Hills | MI | 04/2024 | Present |
| Northwestern Mutual | Troy | MI | 11/2023 | 03/2024 |
| Student | Detroit | MI | 04/2016 | 05/2018 |
Shadi Maasri is a licensed insurance agent with Secure Investors Group, an affiliate of Secure Asset Management L.L.C. Secure Asset Management LLC always acts in the best interests of the client, including in the sale of commissionable products to advisory clients. Shadi Maasri works as an employee of Titan Wealth Advisors, a DBA entity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-06 |
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