Unclaimed
Shahzeib Parvez is a financial advisor with MML Investors Services, LLC. Shahzeib has been in the industry since 2007 and holds several licenses including Series 7, Series 66, and Series 65. Shahzeib has previously worked at Park Avenue Securities LLC and Oppenheimer & Co. Inc.. Shahzeib's areas of expertise include financial planning, pension consulting, and portfolio management.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
06/03/2022 - Present
MML Investors Services, LLC (Chesapeake VA)
VA
05/16/2019 - 06/01/2022
PARK AVENUE SECURITIES LLC (VIRGINIA BEACH VA)
VA
06/22/2016 - 05/17/2019
OPPENHEIMER & CO. INC. (VIRGINIA BEACH VA)
VA
08/06/2012 - 06/24/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORFOLK VA)
VA
11/05/2008 - 08/06/2012
AMERIPRISE FINANCIAL SERVICES, INC. (NORFOLK VA)
VA
10/29/2007 - 09/17/2008
AMERIPRISE FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
IA
Issued 10/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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