Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cyril? Claim Your ProfileCyril Arvind Shah is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. in Sacramento, California. Cyril has been in the industry since June 1997 and has worked for several firms, including Wachovia Securities, LLC and Salomon Smith Barney Inc. Cyril holds the Series 7, Series 63 and Series 65 licenses. Cyril is also a registered investment advisor representative in Texas. In addition to his work with Raymond James Financial Services Advisors, Inc., Cyril is also the president of Shah Wealth Management. Cyril's experience and expertise make him a valuable resource for clients seeking financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SACRAMENTO CA)
CA
03/29/2000 - 06/19/2006
WACHOVIA SECURITIES, LLC (SACRAMENTO CA)
NY
06/06/1997 - 03/31/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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