Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaan? Claim Your ProfileShaan Rasik MacHchhar is a financial advisor with IC Advisory Services, Inc. Shaan has over 17 years of experience in the financial services industry and holds licenses in several states. Shaan is also a licensed insurance agent. Shaan provides a variety of services to individuals, businesses, and institutions, including financial planning, investment management, and retirement planning.
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.
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
NJ
05/19/2023 - Present
IC Advisory Services, Inc. (EDISON NJ)
NJ
02/23/2023 - 04/24/2023
THURSTON SPRINGER FINANCIAL (Edison NJ)
NJ
02/18/2020 - 01/24/2023
AVANTAX INVESTMENT SERVICES, INC. (EDISON NJ)
NJ
08/19/2009 - 01/09/2020
AVANTAX INVESTMENT SERVICES, INC. (EDISON NJ)
NY
04/11/2006 - 12/01/2008
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
TX
08/10/2005 - 03/23/2006
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 12/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Shaan MacHchhar is the right advisor for you? Invested Better is here to help.
