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SS

Shkira Singh

SECURE INVESTMENT MANAGEMENT
Granada Hills, CA
CRD#: 4318894
Some features on this profile are disabled
SS
Shkira SinghSECURE INVESTMENT MANAGEMENT

Professional summary

Shkira Singh, who also goes by Shkira Malik, is a registered financial advisor currently at SECURE INVESTMENT MANAGEMENT, LLC located in Granada Hills, California.

Shkira is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Shkira has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Shkira Malik

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shkira Singh's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 11, 2026 - Present

SECURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 141195
Granada Hills, CA
Past

March 1, 2023 - May 22, 2026

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
PASADENA, CA
Past

February 28, 2023 - May 22, 2026

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PASADENA, CA
Past

September 14, 2020 - February 2, 2022

SUPREME ALLIANCE LLC

RIA
CRD#: 45348
Encino, CA
Past

September 14, 2020 - February 2, 2022

SUPREME ALLIANCE LLC

BD
CRD#: 45348
CHARLOTTE, NC
Past

April 17, 2018 - September 20, 2018

B. RILEY WEALTH ADVISORS, INC.

RIA
CRD#: 115927
ALHAMBRA, CA
Past

April 16, 2018 - September 20, 2018

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
ALHAMBRA, CA
Past

April 28, 2016 - March 29, 2018

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Alhambra, CA
Past

November 5, 2015 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
Alhambra, CA
Past

November 4, 2015 - March 29, 2018

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Alhambra, CA
Past

August 13, 2013 - December 4, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
ALHAMBRA, CA
Past

August 9, 2013 - December 4, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
ALHAMBRA, CA
Past

April 15, 2008 - August 15, 2013

U.S. BANCORP ADVISORS, LLC

RIA
CRD#: 14455
LOS ANGELES, CA
Past

January 8, 2008 - August 15, 2013

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
LOS ANGELES, CA
Past

September 8, 2006 - December 18, 2007

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
OXNARD, CA
Past

April 16, 2001 - June 23, 2006

WAMU INVESTMENTS, INC.

BD
CRD#: 599
CANOGA PARK, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SI
SECURE INVESTMENT MANAGEMENT, LLC
JOSHUA D. MELLBERG, SOLE PROPRIETOR | TAX SMART INVESTING & PLANNING | SENIOR ADVISORS WEALTH MANAGEMENT, LLC | SECURE INVESTMENT MANAGEMENT, LLC | JOSHUA DAVID MELLBERG, LLC DBA SENIOR ADVISORS | JOSHUA DAVID MELLBERG, LLC DBA JD MELLBERG FINANCIAL

CRD#: 141195 / SEC#: 801-80752

RIA
Registered Investment Advisory firm - (1/8/2015 Approved)
Arizona
Registered Investment Advisory firm - (1/8/2015 Terminated)
California
Registered Investment Advisory firm - (2/7/2015 Terminated)
Florida
Registered Investment Advisory firm - (9/15/2015 Terminated)
Nevada
Registered Investment Advisory firm - (2/26/2015 Terminated)
Tennessee
Registered Investment Advisory firm - (2/8/2015 Terminated)
Texas
Registered Investment Advisory firm - (1/8/2015 Terminated)
Wisconsin
Registered Investment Advisory firm - (1/8/2015 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/11/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/14/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/12/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/20/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/11/2001
General Securities Representative Examination

Current Firm

SI
SECURE INVESTMENT MANAGEMENT, LLC
JOSHUA D. MELLBERG, SOLE PROPRIETOR | TAX SMART INVESTING & PLANNING | SENIOR ADVISORS WEALTH MANAGEMENT, LLC | SECURE INVESTMENT MANAGEMENT, LLC | JOSHUA DAVID MELLBERG, LLC DBA SENIOR ADVISORS | JOSHUA DAVID MELLBERG, LLC DBA JD MELLBERG FINANCIAL

CRD#: 141195 / SEC#: 801-80752

RIA
Registered Investment Advisory firm - (1/8/2015 Approved)
Arizona
Registered Investment Advisory firm - (1/8/2015 Terminated)
California
Registered Investment Advisory firm - (2/7/2015 Terminated)
Florida
Registered Investment Advisory firm - (9/15/2015 Terminated)
Nevada
Registered Investment Advisory firm - (2/26/2015 Terminated)
Tennessee
Registered Investment Advisory firm - (2/8/2015 Terminated)
Texas
Registered Investment Advisory firm - (1/8/2015 Terminated)
Wisconsin
Registered Investment Advisory firm - (1/8/2015 Terminated)
Loading...

Contact information

Main Address
3067 W. Ina Road #125, Tucson, AZ 85741
Mailing Address
Phone number
(520) 333-4719
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts825
AUM (Assets Under Management)$ 38,291,887

Red Flags

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.

Company Information

SECURE INVESTMENT MANAGEMENT, LLC

CRD#: 141195Granada Hills, CA

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