Shkira Singh
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
25 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Secure Investment Management, LLCMay 2026 to now
- Secure Income Management LLCApr 2026 to now
- Transamerica Financial Advisors, IncFeb 2023 to May 2026
- Tio MM LLCSep 2021 to Feb 2023
- Supreme Alliance LLCSep 2020 to Feb 2022
- WfgiaJan 2019 to May 2026
- Conscious WealthSep 2018 to Feb 2023
- National Asset ManagementApr 2018 to Sep 2018
- National Securities CorpApr 2018 to Sep 2018
- Kestra Financial Services, Inc.Apr 2016 to Mar 2018
- Psa Wealth ManagementAug 2013 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Secure Investment Management, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 4318894
- 141195