Alireza Shahnavaz

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Heathrow, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Heathrow, FL

Other Businesses

Business Ownership; ARSweethomes LLC; Owner Manager; I hold my rental property under the business name; 380 Cortland Ave, , Winter Park, FL, 32789; Not Investment-Related; 04/05/2019; 0 hours per month; 0 during trading hours. Outside Employment; ARSweethomes LLC_Rental Property; Managaer - Owner, manager; ; 2 Oceans West Blvd. #2107Dayton Beach Shores, FL 32118, ,; Not Investment-Related; 04/05/2019; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-11-13

Other Names

• Ali R. Shahnavaz