Shahzeib ParvezCRD Number: 5416660
Current Firm: Oppenheimer & Company Inc.
Shahzeib Parvez (CRD# 5416660) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Virginia Beach, VA and has over 10 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Oppenheimer & Company Inc.||Virginia Beach, VA||Jun 2016 - Current||1|
|Bank Of America, N.a.||Virginia Beach, VA||Nov 2012 - Jun 2016||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Virginia Beach, VA||Jul 2012 - Jun 2016||3|
|Ameriprise Financial Services,inc.||Virginia Beach, VA||Sep 2007 - Jul 2012||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2011|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management9,642MILLIONS
Total Number of Accounts20,229ACCOUNTS
Average Account Value$476,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV