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Shaseen Yobe

22 Years of Experience
Canfield, OH
Broker

Shaseen Yobe is a registered investment advisor at Cetera Investment Advisers LLC, based in Canfield, OH, with 22 years of industry experience. Shaseen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2 South Broad Street, Canfield, OH, 44406

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Shaseen is a product distributor for It Works.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2018 - Present · 7 yrs 9 mos
Cetera Investment Services LLCBroker
October 2018 - Present · 7 yrs 9 mos
Previous Registrations
The Huntington Investment CompanyBroker
March 2013 - September 2018 · 5 yrs 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 2009 - February 2013 · 3 yrs 5 mos
UBS Financial Services INC.Broker
February 2007 - September 2009 · 2 yrs 7 mos
Mcdonald Investments INC.Broker
October 2005 - February 2007 · 1 yr 4 mos
Butler, Wick & CO., INC.Broker
November 2003 - September 2005 · 1 yr 10 mos
State Registrations2 states
OHPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Shaseen Yobe - Financial Advisor | TrueAdvisor