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@joincambridge.com
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Rick Shaheen, Aif® is listed as Registered Representative at Cambridge Investment Research, Inc., a company with 980 employees, based in Detroit Metropolitan Area, United States, 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.
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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.
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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.
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.
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.
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Madhavi Mahankali
Colleague at Cambridge Investment Research, Inc.
Cumming, Georgia, United States, United States
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Adam Liquori
Colleague at Cambridge Investment Research, Inc.
Orange County, California, United States, United States
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Caitlyn Hagans
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
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Sarah Ledger
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
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CV
Caitlin Vogt
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
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Logan Lindauer
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
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Nick Hileman
Colleague at Cambridge Investment Research, Inc.
Phoenix, Arizona, United States, United States
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Anne Whitney
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
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Brian Schilling
Colleague at Cambridge Investment Research, Inc.
Charles City, Iowa, United States, United States
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BW
Blake Wallace Ctfl, Ctal-Tae, Csm
Colleague at Cambridge Investment Research, Inc.
Fairfield, Iowa, United States, United States
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Activities and Societies: Senior Captain, #1 Singles, EMU Division 1 Tennis Team (4 year player)
Activities and Societies: Senior Captain/Tennis Team
Quick answers generated from the profile data available on this page.
Rick Shaheen, Aif® works for Cambridge Investment Research, Inc..
Rick Shaheen, Aif® is listed as Registered Representative at Cambridge Investment Research, Inc..
AeroLeads has found 1 work email signal at @joincambridge.com for Rick Shaheen, Aif® at Cambridge Investment Research, Inc..
AeroLeads has found 8 phone signal(s) with area code 586, 810, 914, 734 for Rick Shaheen, Aif® at Cambridge Investment Research, Inc..
Rick Shaheen, Aif® is based in Detroit Metropolitan Area, United States, United States while working with Cambridge Investment Research, Inc..
Rick Shaheen, Aif® has worked for Cambridge Investment Research, Inc., Shaheen & Associates, Inc., Sigma Financial, Highland Appliance Co., and Ford Motor Company.
Rick Shaheen, Aif®'s colleagues at Cambridge Investment Research, Inc. include Madhavi Mahankali, Adam Liquori, Caitlyn Hagans, Sarah Ledger, and Caitlin Vogt.
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.
Rick Shaheen, Aif® holds Bachelor Of Business Administration, Business Marketing And Management from Eastern Michigan University.
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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