Zak Shaik
Zak Shaik is a registered investment advisor at Arpp, based in Freehold, NJ, with 19 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
200 Village Ctr Dr, Unit 7381, Freehold, NJ, 07728
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2015Employment Separation After Allegations
July 1997Other Business ActivitiesSells Insurance
Zak is a solicitor and advisor at America's Retirement Planning Partners LLC, selling various insurance products including property & casualty, title, annuity, life, and health insurance. He is also a principal in Peploans.com, a commercial real estate and business lending brokerage firm.
Employment History
Current Registrations
Arpp
Previous Registrations
Arpp
Usallianz Securities, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.