linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stefan Ara Shimshidian

Cabot Lodge Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stefan? Claim Your Profile

About Stefan Ara Shimshidian

Stefan Shimshidian is a registered representative with Cabot Lodge Securities LLC. Stefan has been in the securities industry since 1999. Stefan has passed the Series 7, Series 63, and Series 65 examinations. Stefan has been registered with Cabot Lodge Securities LLC since 2013. Before joining Cabot Lodge Securities LLC, Stefan was registered with Allied Beacon Partners, Inc., Advanced Planning Securities, Inc., Clark Dodge & Co., Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Citicorp Investment Services.

Firm Information

Stefan Shimshidian is currently registered with Cabot Lodge Securities LLC. Cabot Lodge Securities LLC is a Limited Liability Company formed in October 2011 and is registered in all 50 states and the District of Columbia. The firm has been subject to two Regulatory Events and one Arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stefan Shimshidian’s Registration & Firm History

NY

06/29/2013 - Present

Cabot Lodge Securities LLC (White Plains NY)

NY

01/02/2009 - 07/16/2013

ALLIED BEACON PARTNERS, INC. (PLEASANTVILLE NY)

NY

03/25/2008 - 12/31/2008

ADVANCED PLANNING SECURITIES, INC. (WHITE PLAINS NY)

NY

09/12/2005 - 03/25/2008

CLARK DODGE & CO., INC. (WHITE PLAINS NY)

MA

10/20/2004 - 09/19/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

02/28/2002 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

NY

03/31/1999 - 02/25/2002

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

Not sure if Stefan Ara Shimshidian is right for you?

Licenses & Designations

IA

Issued 06/28/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Stefan Ara Shimshidian. Review regulatory record here.
Not sure if Stefan Ara Shimshidian is right for you?