Sheeza Rashid
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cetera Investment Advisers LLCJul 2019 to now
- Cetera Investment Services LLCJul 2019 to now
- Regions BankJul 2019 to now
- Tradestation Securities, Inc.Oct 2018 to Jun 2019
- Ameriprise Financial Advisors Inc.Oct 2017 to Oct 2018
- First Command Advisory ServicesDec 2016 to Oct 2017
- First Command Financial Planning , IncDec 2016 to Oct 2017
- First Command Insurance Services Inc.Dec 2016 to Oct 2017
- First Command Advisory ServicesNov 2016 to Nov 2016
- LPLDec 2015 to Nov 2016
- Space Coast Credit UnionSep 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6560034
- Firm CRD
- 105644