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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 a financial professional with over 10 years of experience in the financial services industry. Shahzad is a registered representative with Cetera Investment Advisers LLC and offers financial planning, pension consulting, and educational seminars in addition to portfolio management for both individuals and businesses. Shahzad has previously worked with LPL FINANCIAL LLC, FIFTH THIRD SECURITIES, INC., and CETERA INVESTMENT SERVICES LLC. Shahzad holds Series 7, 63 and 65 licenses. Shahzad's primary office is located in Yorkville, Illinois.
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 (LOMBARD 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 02/26/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/29/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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