Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shazia? Claim Your ProfileShazia Tabeer is a registered representative with Wells Fargo Clearing Services, LLC. Shazia is licensed to offer investment advice in the states of California, Colorado, Florida and Texas. Shazia has been in the securities industry since 2001. Shazia has experience with Wells Fargo Investments, LLC, BANC ONE SECURITIES CORPORATION and Wells Fargo Bank. Shazia has obtained the following licenses and certifications: Series 6, Series 7, Series 63, Series 66 and SIE. Shazia is also a registered investment advisor representative.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
TX
05/18/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (AUSTIN TX)
IL
05/15/2001 - 09/24/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 08/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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