Femi Taofik Shote
AIF®, CFP®Professional Summary
Femi Taofik Shote, AIF®, CFP® was a registered financial advisor. Femi was a previously registered financial professional and started their career in finance 1992 - 2022. Femi had worked at 2 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Investment Management
Biography
Our Value Proposition Our goal here is to provide you with clarity as to our purpose and process so you may with confidence choose our firm as the right advisor for you. Our Code: We believe your financial plan and portfolio should be simple, and that you should understand it. Transparent, so you can easily follow it. Flexible, so we can respond to the ever-changing economy and markets. Perform, so you can realize your goals...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
34 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
ASSET HARVEST GROUP, LLC | RETIREWISE CFP
Contact Information
Main Address
8000 Towers Crescent Drive Suite 1350, Tysons Corner, VA 22182Phone Number
(703) 760-0043# of Employees
1Regulatory Assets Under Management
Total Number of Accounts
158AUM (Assets Under Management)
$107,458,089Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed May 1993About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1992About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Femi
- Retirement Planning
- Investment Management
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