Nicholas Shaheen (CRD# 6355711) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sterling Heights, MI and has 1 year of experience in the finance industry. Nicholas Shaheen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4511557
Savant Wealth Management
CRD# 6080268
Edward Jones
CRD# 2410444
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2023 - Current | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2020 - Current | 4 |
| Nick Shaheen Music | Chicago, IL | Jan 2014 - Current | 10 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2020 - Aug 2023 | 3 |
| Producer Resources, Inc. | Arlington Heights, IL | Apr 2015 - Nov 2019 | 4 |
| Pacific Life Insurance Company | Chicago, IL | Jun 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2023 |
- MI
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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, WY
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