Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shehzad? Claim Your ProfileShehzad Daud Khan is a financial advisor with Ameriprise Financial Services, LLC. Shehzad has been in the financial services industry since August 4, 1996. Shehzad is registered with the state of Texas and holds several industry certifications. Shehzad has been with Ameriprise Financial Services, LLC since October 2009. Before that, Shehzad was with Ameriprise Advisor Services, Inc. Shehzad provides financial planning and investment advice to individuals, businesses, and trusts. Shehzad also specializes in retirement planning, college savings, and estate planning.
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 services
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
TX
10/05/2009 - Present
Ameriprise Financial Services, LLC (Houston TX)
TX
08/05/1996 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (FRIENDSWOOD TX)
IA
Issued 12/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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