Shahram Shafii (CRD# 7071023) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Florence, KY and has over 4 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacer Financial, Inc. | Malvern, PA | Nov 2022 - Current | 1 |
| Pacer Advisors, Inc. | Malvern, PA | Nov 2022 - Current | 1 |
| Lifeworks Advisors, LLC | Grand Rapids, MI | Apr 2021 - Oct 2022 | 1 |
| Phayse Llc Dba Phayse Wealth Management | Florence, KY | Oct 2020 - May 2021 | < 1 |
| Hornor Townsend & Kent LLC | Horsham, PA | Mar 2020 - Nov 2020 | < 1 |
| Pennmutual | Cincinnati, OH | Feb 2020 - Nov 2020 | < 1 |
| Mass Mutual Life Insurance Company | Cincinnati, OH | Oct 2019 - Feb 2020 | < 1 |
| Mml Investors Services, LLC | Cincinnati, OH | Oct 2019 - Feb 2020 | < 1 |
| Mimedx | Cincinnati, OH | Jan 2015 - Oct 2019 | 4 |
| Donut Connection | Fairmont, WV | Aug 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- PA
-
Total Assets Under Management35,111MILLIONS
-
Total Number of Accounts47ACCOUNTS
-
Average Account Value$747,053,093
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
PA
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