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Sheeza Rashid
10 Years of Experience
Fort Lauderdale, FL
1 DisclosureBroker
Sheeza Rashid is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Lauderdale, FL, with 10 years of industry experience. Sheeza 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
2660 East Commercial Blvd, Fort Lauderdale, FL, 33308
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2022Denied
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2019 - Present · 7 yrs 1 mo
Cetera Investment Services LLCBroker
July 2019 - Present · 7 yrs 2 mos
Previous Registrations
Tradestation Securities, INC.Broker
October 2018 - June 2019 · 8 mos
Ameriprise Financial Services, INC.
October 2017 - October 2018 · 1 yr
Ameriprise Financial Services, INC.Broker
October 2017 - October 2018 · 1 yr
First Command Advisory Services
December 2016 - October 2017 · 10 mos
First Command Financial Planning, INC.Broker
November 2016 - October 2017 · 11 mos
LPL Financial LLC
April 2016 - November 2016 · 7 mos
LPL Financial LLCBroker
December 2015 - November 2016 · 11 mos
State Registrations8 states
ALCOFLGAILNJNVSC
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.