Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Shaheen is a financial advisor registered with Cambridge Investment Research Advisors, Inc.. Nicholas is a certified financial planner. Nicholas works in the Sterling Heights office of Cambridge Investment Research Advisors, Inc. Nicholas has been in the financial industry since 2014. Nicholas is also a registered investment advisor representative and has been a registered investment advisor representative since 2023.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
08/04/2023 - Present
Cambridge Investment Research Advisors, Inc. (Sterling Heights MI)
IL
09/25/2014 - 03/09/2015
PACIFIC SELECT DISTRIBUTORS, LLC (CHICAGO IL)
BC
Issued 01/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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