Unclaimed Profile

Shieva Rajaee

EQIS CAPITAL MANAGEMENT, INC.·SAN RAFAEL, California

SIE, Series 7, Series 14, Series 24, Series 66Clean record13 years registeredEQIS CAPITAL MANAGEMENT, INC.

1000 4TH ST., STE 650, SAN RAFAEL, CA 94901CRD# 5801436Firm CRD# 126052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shieva Rajaee · SAN RAFAEL, CA

Registration

CRD #5801436 · EQIS CAPITAL MANAGEMENT, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EQIS CAPITAL MANAGEMENT, INC.

EQIS CAPITAL MANAGEMENT

Feb 2018 – Sep 2022

SAN RAFAEL, CA

ARMSTRONG DIXON

Sep 2013 – Jan 2018

BALTIMORE, MD

PLANNING SOLUTIONS GROUP, LLC

Jun 2013 – Aug 2013

FULTON, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 66

Registration record

First registered · June 6, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FREEDOM INVESTMENT MANAGEMENT, INC.

CRD 126052 · SEC 801-68642

AUM

$2.0B

Regulatory assets under management

Employees

13,073 client accounts

Services offered by FREEDOM INVESTMENT MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FREEDOM INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Shieva Rajaee offer?

Shieva Rajaee specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Shieva Rajaee's credentials?

Shieva Rajaee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shieva Rajaee located?

Shieva Rajaee is based in SAN RAFAEL, California, last registered with EQIS CAPITAL MANAGEMENT, INC..

How does Shieva Rajaee charge for services?

Shieva Rajaee's firm is compensated through percentage of aum, other: minimum monthly account fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EQIS CAPITAL MANAGEMENT, INC.?

EQIS CAPITAL MANAGEMENT, INC. has approximately 43 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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