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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Ignatius Shaheen is an investment advisor representative with Cambridge Investment Research Advisors, Inc. located in Sterling Heights, MI. Richard Shaheen has been in the securities industry since October 16, 1986. Richard Shaheen has passed the Uniform Securities Agent State Law Examination, Securities Industry Essentials Examination, Corporate Securities Limited Representative Examination, Direct Participation Programs Representative Examination, and Investment Company Products/Variable Contracts Representative Examination. Richard Shaheen has been registered with the state of Michigan since January 19, 2017. Richard Shaheen is also registered with the states of Colorado, District of Columbia, Massachusetts, Oregon, and Washington. Richard Shaheen is a member of the Metropolitan Detroit Chorale. Richard Shaheen also serves as the president of Shaheen & Associates, Inc. a company providing insurance, benefits, human resources, and networking services.
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
01/19/2017 - Present
Cambridge Investment Research Advisors, Inc. (Sterling Heights MI)
MI
03/26/1992 - 01/19/2017
SIGMA FINANCIAL CORPORATION (ROMEO MI)
MA
04/01/1987 - 02/14/1992
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
05/14/1986 - 12/05/1986
BLN INVESTMENT CORP.
BC
Issued 05/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/26/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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