Shadia Haddad, financial advisor Cincinnati OH
90 score

Shadia Haddad

CRD Number: 6045402
Current Firm: Raymond James & Associates, Inc.

Shadia Haddad (CRD# 6045402) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cincinnati, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James And Associates Cincinatti, OH Jan 2014 - Current 2
Bank Of America, N.a. Cincinnati, OH Sep 2012 - Jan 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati, OH Mar 2012 - Jan 2014 1
Fifth Third Bank Cincinnati, OH Nov 2008 - Mar 2012 3
Karisma Klothing Cincinnati, OH May 2008 - Nov 2008 < 1
Blackfinn Cincinnati, OH Feb 2008 - Nov 2008 < 1
Dr. Mojoe Cincinnati, OH May 2007 - Feb 2008 < 1
Karisma Klothing Cincinnati, OH Jan 2007 - May 2007 < 1
Elite Model Management &amp; New View Model Managemen Chicago/cincinnati, OH Nov 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Shadia Haddad
Phone Number: 727-567-1000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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