Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Riad? Claim Your ProfileRiad Shanawany is a financial advisor with J. W. Cole Advisors, Inc. with over 20 years of experience in the financial services industry. Riad has a broad range of experience in the financial services industry, including investment advising, financial planning, and securities trading. Riad is also a Certified Financial Planner, and has a Series 7, Series 63, and Series 65 licenses. Riad's areas of focus include retirement planning, college savings, and investment management. Riad is committed to providing personalized financial advice and guidance to help clients reach their financial goals.
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.
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 consulting
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.
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2
FL
08/05/2011 - Present
J. W. Cole Advisors, Inc. (FT. LAUDERDALE FL)
FL
10/09/2001 - 07/27/2011
AMERIPRISE FINANCIAL SERVICES, INC. (PLANTATION FL)
MN
10/09/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
10/04/1999 - 06/22/2001
ADVEST, INC. (HARTFORD CT)
NY
04/05/1999 - 12/03/1999
JANSSEN-MEYERS ASSOCIATES, L.P. (NEW YORK NY)
FL
04/05/1999 - 09/16/1999
BAXTER BANKS & SMITH, LTD. (ST. PETERSBURG FL)
BC
Issued 05/07/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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