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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 Shamsuddin is an investment advisor representative associated with Cetera Investment Advisers LLC. Shahzad has been in the financial services industry since 2012. Shahzad is registered with the state of Illinois, and Texas, and has Series 63, 65, 7, and SIE licenses. Cetera Investment Advisers LLC is a registered investment advisor with the SEC, and their main office is located in Schaumburg, IL. They manage approximately $104 billion in assets for individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, and portfolio management 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.
A percentage of the total value of assets under management is charged.
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2
IL
06/24/2022 - Present
Cetera Investment Advisers LLC (YORKVILLE IL)
IL
11/10/2020 - 07/29/2022
LPL FINANCIAL LLC (AURORA IL)
IL
06/03/2019 - 10/30/2020
FIFTH THIRD SECURITIES, INC. (NILES IL)
IL
09/27/2012 - 05/29/2019
CETERA INVESTMENT SERVICES LLC (NILES IL)
BC
Issued 2/26/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/29/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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