SR
CFP
SR
CFP

Shlomit Raviv

11 Years of Experience
Parsippany, NJ
BrokerSells Insurance

Shlomit Raviv is a CFP-designated registered investment advisor, based in Parsippany, NJ, with 11 years of industry experience.

Location

14 Walsh Dr, Ste 100, Parsippany, NJ, 07054

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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 ActivitiesSells Insurance

Shlomit is an agent/broker for Allied Wealth Partners, selling fixed insurance, and a member of The Wisenheimers (service industry) and Prime Alpine Development LLC (real estate). She is also an employee of United Airlines, and her real estate activity is investment-related.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
September 2014 - August 2023 · 8 yrs 11 mos
Securian Financial Services, INC.Broker
June 2014 - August 2023 · 9 yrs 2 mos
State Registrations14 states
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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.
Shlomit Raviv - Financial Advisor | TrueAdvisor