Rick Shaheen, Aif®
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Rick Shaheen, Aif® Email & Phone Number

Registered Representative at Cambridge Investment Research, Inc.
Location: Detroit Metropolitan Area, United States 5 work roles 2 schools
1 work email found @joincambridge.com 8 phones found area 586, 810, 914, and 734 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 8 phones

Work email r****@joincambridge.com
Direct phone (586) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Registered Representative
Location
Detroit Metropolitan Area, United States
Company size

Who is Rick Shaheen, Aif®? Overview

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Quick answer

Rick Shaheen, Aif® is listed as Registered Representative at Cambridge Investment Research, Inc., a with 980 employees, based in Detroit Metropolitan Area, United States. AeroLeads shows a work email signal at joincambridge.com, phone signal with area code 586, 810, 914, 734, and a matched LinkedIn profile for Rick Shaheen, Aif®.

Rick Shaheen, Aif® previously worked as President at Shaheen & Associates, Inc. and Registered Representative at Sigma Financial. Rick Shaheen, Aif® holds Bachelor Of Business Administration, Business Marketing And Management from Eastern Michigan University.

Company email context

Email format at Cambridge Investment Research, Inc.

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*@joincambridge.com
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AeroLeads found 1 current-domain work email signal for Rick Shaheen, Aif®. Compare company email patterns before reaching out.

Profile bio

About Rick Shaheen, Aif®

After graduating with a BBA from Eastern Michigan University, I joined Home Life of New York and began my career in the financial services and wealth management industry. This adventure had several twists and turns with my representation of Bankers Life Nebraska and Sun Life of Canada before finally opening up my own wealth management practice as an Independent Financial Advisor. All totaled, I have 40 years in the financial services profession. Almost 32 of those years as an independent. I have seen all types of markets and have worked with and represent clients of all ages and backgrounds and wealth status. My goal is to help individuals identify their goals and risk tolerance and help them make informed decisions about their money with the result of moving them toward the accomplishment of the wealth management issues that are most important to them. Financial planning can be, but does not have to be a complex process. It just needs to be confronted and my job is to help the individuals I work with do that and then bring recommendations in an attempt to resolve those issues. I wish you all success on your financial journey!

Listed skills include Wealth Management, Variable Annuities, Life Insurance, Estate Planning, and 15 others.

Current workplace

Rick Shaheen, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc.
Registered Representative
fairfield, iowa, united states
Employees
980
AeroLeads page
5 roles

Rick Shaheen, Aif® work experience

A career timeline built from the work history available for this profile.

Registered Representative

Current

Sterling Heights, Michigan, United States

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment advisor. Cambridge and Shaheen & Associates, Inc. are not affiliated.

Jan 2017 - Present

President

Shaheen & Associates, Inc.

Sterling Heights, Michigan, United States

"I work comprehensively with the wealth management programs of a small group of families and businesses, counseling them in prudent ways to grow, manage risk and distribute their wealth in a tax efficient manner."Wealth Management"Having covered my work history in the summary section, I would like to take you through some of the actual wealth management "Experience" I have had in assisting my clients through uncertainty. If anything is certain when it comes to investing and markets, it's that things will change and you must stay vigilant. I have helped assist many clients through the following:1980 - Ronald Reagan takes office as I begin my career with a recession and double digit % rates. (Good timing, eh?)1982 - Tight monetary policy causes full blown US recession. 1987 - "Black Monday" 10/19/1987 records the worst single day decline of the DOW of -22.6%. 1990 - Iraq invades Kuwait threatening world oil markets. 1991- Savings and Loan crisis1994- Fed raises % rates 7 times causing worst bond market in US history. 1997- Currency crisis in Asia1999- Y2k and the "end of the world"! (It didn't)!!2000 - the Tech Bubble bursts. (And splatters)!!2001- World Trade Center terrorist attacks on 9/11. 2003 - United States responds in Iraq2008- 09 Lehman bankruptcy, real estate bubble bursts and the financial crisis.2012- Sovereign Debt Crisis. 2013- North Korean Missile Threats and the Boston Marathon Bombing.2014- Obama-care in full swing. Republicans regain control of House & Senate.2015- Markets falter, volatility very high. Oil prices plummet. 2016- Election mania: Trump vs Clinton & I'm still assisting my clients!!2017- President TRUMP! Media is shocked, Markets move forward.2018- Political disharmony accelerates. Tariffs??2019- Markets get a turbo boost!2020- Coronavirus...Markets tank...Extreme volatility...Markets recover...Stay tuned! 2021- New year, new leadership, new Executive orders. More debt, more taxes, Buckle up!

Registered Representative

Shaheen & Associates, Inc. 129 W. St. Clair St., Romeo, Mi 48065

Securities offered through Sigma Financial Corp. Member FINRA/SIPCInvestment Advisory Representative of; Sigma Planning Corp., A Registered Investment AdvisorSecurities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. DBA is independent of Sigma Financial Corporation and Sigma Planning Corporation.Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation or Shaheen & Associates, Inc. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.

Jan 1992 - Jan 2017

Sales Consultant

Highland Appliance Co.
Sep 1979 - Sep 1980
Team & coworkers

Colleagues at Cambridge Investment Research, Inc.

Other employees you can reach at joincambridge.com. View company contacts for 980 employees →

2 education records

Rick Shaheen, Aif® education

Bachelor Of Business Administration, Business Marketing And Management

Activities and Societies: Senior Captain, #1 Singles, EMU Division 1 Tennis Team (4 year player)

Education record

South Lake High School - St. Clair Shores, Mi

Activities and Societies: Senior Captain/Tennis Team

FAQ

Frequently asked questions about Rick Shaheen, Aif®

Quick answers generated from the profile data available on this page.

What company does Rick Shaheen, Aif® work for?

Rick Shaheen, Aif® works for Cambridge Investment Research, Inc..

What is Rick Shaheen, Aif®'s role at Cambridge Investment Research, Inc.?

Rick Shaheen, Aif® is listed as Registered Representative at Cambridge Investment Research, Inc..

What is Rick Shaheen, Aif®'s email address?

AeroLeads has found 1 work email signal at @joincambridge.com for Rick Shaheen, Aif® at Cambridge Investment Research, Inc..

What is Rick Shaheen, Aif®'s phone number?

AeroLeads has found 8 phone signal(s) with area code 586, 810, 914, 734 for Rick Shaheen, Aif® at Cambridge Investment Research, Inc..

Where is Rick Shaheen, Aif® based?

Rick Shaheen, Aif® is based in Detroit Metropolitan Area, United States while working with Cambridge Investment Research, Inc..

What companies has Rick Shaheen, Aif® worked for?

Rick Shaheen, Aif® has worked for Cambridge Investment Research, Inc., Shaheen & Associates, Inc., Sigma Financial, Highland Appliance Co., and Ford Motor Company.

Who are Rick Shaheen, Aif®'s colleagues at Cambridge Investment Research, Inc.?

Rick Shaheen, Aif®'s colleagues at Cambridge Investment Research, Inc. include Hunter Bechtel, Brian Fortune, Cfp®, Ricp®, Andrew Bowers, Bradley D. Bush, and Anna Greiner.

How can I contact Rick Shaheen, Aif®?

You can use AeroLeads to view verified contact signals for Rick Shaheen, Aif® at Cambridge Investment Research, Inc., including work email, phone, and LinkedIn data when available.

What schools did Rick Shaheen, Aif® attend?

Rick Shaheen, Aif® holds Bachelor Of Business Administration, Business Marketing And Management from Eastern Michigan University.

What skills is Rick Shaheen, Aif® known for?

Rick Shaheen, Aif® is listed with skills including Wealth Management, Variable Annuities, Life Insurance, Estate Planning, Financial Planning, Retirement Planning, Group Benefit Plans, and Fixed Annuities.

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