Shaquawn D Schasa

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2016 → 03/2022
  The Prudential Insurance Company Of America
  Sherman Oaks, CA
• 07/2016 → 03/2022
  Pruco Securities Llc
  Sherman Oaks, CA
• 03/2022 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 03/2022 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  West Covina, CA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2024 → Present
  Strategic Fortune Wealth Management
  St Paul, MN

Previous Registrations

• 2022-03-11 → 2023-08-10
  Securian Financial Services, Inc.
  St Paul, MN
  Walnut, CA
  West Covina, CA
• 2016-11-11 → 2022-03-04
  Pruco Securities, Llc.
  Sherman Oaks, CA
• 2011-02-09 → 2016-07-12
  Msi Financial Services, Inc.
  Los Angeles, CA
  Brea, CA
  Pasadena, CA
• 2009-10-09 → 2010-04-16
  Edward Jones
  Orange, CA
  Walnut, CA
  Whittier, CA
• 2005-11-28 → 2009-10-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Segundo, CA
  El Segundo, CA

Other Businesses

1. LOS ANGELES COUNTY COMMUNITY DEVELOPMENT FOUNDATION POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 700 South Main, Alhambra CA 91801, United States DESCRIPTION: I am the board chair for the Los Angeles Community Development Foundation. The foundation's primary focus is ending generational poverty in the undeserved communities in Los Angeles County. 2. GLORIA BYRON TRUST POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2021 ADDRESS: 13721 Ragus, La Puente CA 91746, United States DESCRIPTION: I would be the trustee acting on my grandmother's behalf to distribute her assets upon death to her children 3. RICH HERITAGE FOUNDATION POSITION: Volunteer NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/03/2023 ADDRESS: 1700 Northside Drive, Suite A, Unit 5614, Atlanta GA 30318, United States DESCRIPTION: This will be a non paid/ volunteer role that would assist this non profits goal of highlighting HBCUs athletes in lower income communities through their basketball conferences that they host annually. 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/2023; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES, & LONG-TERM CARE; 5. NAME OF OTHER BUSINESS: STRATEGIC FORTUNE WEALTH MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2024, POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES & FIXED INSURANCE;

Exams

• S66 Uniform Combined State Law Examination
  2005-11-26