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Shady Jadali is an Investment Advisor Representative at CIBC Private Wealth Advisors, Inc. in Washington, DC. Shady has been in the industry since September 2013. Shady has a Series 65 license and is registered with the state of District of Columbia. Shady specializes in providing financial planning, selection of other advisors, and portfolio management for businesses, individuals, and investment companies. Shady has been with CIBC Private Wealth Management since 2013.
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.
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.
Strategic management for diversified investment portfolios.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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DC
05/25/2022 - Present
Cibc Private Wealth Advisors, Inc. (Washington DC)
IA
Issued 05/24/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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