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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shahzad? Claim Your ProfileShahzad Barkat Ali is a financial advisor with over 27 years of experience in the financial services industry. Shahzad is currently registered with Cetera Investment Advisers LLC and has held previous positions at Cetera Investment Services LLC, CUE Financial Group, Inc. and CitiCorp Investment Services. Shahzad is a licensed advisor in 15 states and holds several industry designations. Shahzad specializes in providing financial planning, portfolio management, and asset management services to individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
NV
03/21/2024 - Present
Cetera Investment Advisers LLC (LAS VEGAS NV)
NV
02/15/2006 - 08/19/2014
CETERA INVESTMENT SERVICES LLC (LAS VEGAS NV)
NV
01/07/2002 - 12/31/2005
CUE FINANCIAL GROUP, INC. (LAS VEGAS NV)
NY
11/23/1994 - 06/12/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 09/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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