Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheeza? Claim Your ProfileSheeza Rashid is a financial advisor with over 7 years of experience in the industry. Sheeza is currently registered with Cetera Investment Advisers LLC. Prior to that, Sheeza was affiliated with TradeStation Securities, Inc., Ameriprise Financial Services, Inc., First Command Financial Planning, Inc., and LPL Financial LLC. Sheeza holds Series 3, SIE, and Series 7 licenses. Sheeza is also a registered investment advisor in Florida, Alabama, Colorado, Illinois, Nevada, and New Jersey.
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
FL
08/08/2019 - Present
Cetera Investment Advisers LLC (FORT LAUDERDALE FL)
FL
10/26/2018 - 06/27/2019
TRADESTATION SECURITIES, INC. (PLANTATION FL)
FL
10/17/2017 - 10/02/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Ft Lauderdale FL)
FL
11/22/2016 - 10/18/2017
FIRST COMMAND FINANCIAL PLANNING, INC. (Davie FL)
FL
12/14/2015 - 11/25/2016
LPL FINANCIAL LLC (MIRAMAR FL)
BOTH
Issued 4/6/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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