Zak Shaik

ARPP

Freehold, NJ 07728

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CRD#: 2652028

Professional summary

Zak Shaik, who also goes by Zia Hassan Shaikh, Zia Shaikh, Shaikh, is a registered financial advisor currently at ARPP located in Freehold, New Jersey.

Zak is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Zak has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zia Hassan Shaikh | Zia Shaikh | Shaikh

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AMERICA'S RETIREMENT PLANNING PARTNERS LLC, SOLICITOR & ADVISOR, SALE OF PROPERTY & CASUALTY INSURANCE, TITLE INSURANCE,ANNUITY, LIFE & HEALTH INSURANCE, COMPENSATION BASED ON COMMISSIONS. PRINCIPAL IN PEPLOANS.COM A COMMERCIAL REALESTATE BASED AND BUSINESS LENDING BROKERAGE FIRM. LENDING NATIONWIDE ON VARIOUS PROJECT TYPES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zak Shaik's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 22, 2022 - Present

ARPP

Office #1: 200 Village Ctr Dr Unit 7381, Freehold, NJ 07728

RIA

CRD#: 145291

Freehold, NJ

Past

November 2, 2007 - December 31, 2021

ARPP

RIA

CRD#: 145291

FREEHOLD, NJ

Past

July 3, 2006 - September 25, 2007

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

FREEHOLD, NJ

Past

February 18, 2005 - July 11, 2006

USALLIANZ SECURITIES, INC.

RIA

CRD#: 40875

FREEHOLD, NJ

Past

April 5, 2004 - July 11, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

FREEHOLD, NJ

Past

September 19, 2002 - December 19, 2003

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

January 17, 2002 - August 27, 2002

LIBERTY LIFE SECURITIES LLC

CRD#: 47737

DOVER, NH

Past

January 27, 2000 - November 27, 2001

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

July 13, 1999 - February 13, 2000

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

September 29, 1995 - August 18, 1997

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(3/4/2022)

IAR

Texas
(2/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/6/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/3/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/28/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARPP

AMERICA'S RETIREMENT PLANNING PARTNERS LLC | SABUR PRIVATE WEALTH MGT | ARPP

CRD#: 145291 / SEC#:

New Jersey

Registered Investment Advisory firm - (2/25/2022 Approved)

Texas

Registered Investment Advisory firm - (2/22/2022 Conditional Restricted)

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Contact information

Main Address

200 Village Ctr Dr Unit 7381, Freehold, NJ 07728

Mailing Address

Phone number

(732) 766-5466

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Zak Shaik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zak Shaik's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARPP

VOYA FINANCIAL ADVISORS, INC.

USALLIANZ SECURITIES, INC.

USALLIANZ SECURITIES, INC.

VERAVEST INVESTMENTS, INC.

LIBERTY LIFE SECURITIES LLC

NEW ENGLAND SECURITIES

USALLIANZ SECURITIES, INC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/6/2005

Series 63

Date: 5/3/2002

Series 6

Date: 9/28/1995

Current Firm

ARPP

Contact information

Documents

Red Flags

Company Information

ARPP

TRUST BUT VERIFY

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