Unclaimed
Cyrus Steve Shabaz is a financial advisor registered with Cetera Investment Advisers LLC, a firm that is headquartered in Schaumburg, Illinois. He provides financial planning and asset management services to his clients. Cyrus Steve Shabaz is a Certified Financial Planner and has been working in the financial services industry since 1999. He holds licenses in numerous states across the United States. Cyrus Steve Shabaz also serves on the board of directors for Box Financial Advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
08/31/1998 - 04/30/2002
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
BC
Issued 9/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1999
Series 4 - Registered Options Principal Examination
BC
Issued 4/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/5/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 8/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cyrus Shabaz is the right advisor for you? Invested Better is here to help.