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ZS

Zak Shaik

ARPP
FREEHOLD, NJ
·CRD# 2652028·31 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Zia Hassan Shaikh, Zia Shaikh, Shaikh

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

31 years in the financial services industry

Current & Past Employments

ARPP·CRD# 145291
RIA
200 Village Ctr Dr Unit 7381, Freehold, NJ 07728
February 22, 2022 - Present
ARPP·CRD# 145291
RIA
Freehold, NJ
November 2, 2007 - December 31, 2021
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
BD
Freehold, NJ
July 3, 2006 - September 25, 2007
USALLIANZ SECURITIES, INC.·CRD# 40875
RIA
Freehold, NJ
February 18, 2005 - July 11, 2006
USALLIANZ SECURITIES, INC.·CRD# 40875
BD
Freehold, NJ
April 5, 2004 - July 11, 2006
VERAVEST INVESTMENTS, INC.·CRD# 3960
BD
Worcester, MA
September 19, 2002 - December 19, 2003
LIBERTY LIFE SECURITIES LLC·CRD# 47737
BD
Dover, NH
January 17, 2002 - August 27, 2002
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
January 27, 2000 - November 27, 2001
USALLIANZ SECURITIES, INC.·CRD# 40875
BD
Minneapolis, MN
July 13, 1999 - February 13, 2000
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Newark, NJ
September 29, 1995 - August 18, 1997

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Current Firm

AR
ARPP

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

CRD#: 145291
New Jersey
Registered Investment Advisory firm - New Jersey (2/25/2022 Approved)
Texas
Registered Investment Advisory firm - Texas (2/22/2022 Conditional Restricted)

Contact Information

Main Address

200 Village Ctr Dr Unit 7381, Freehold, NJ 07728

Phone Number

(732) 766-5466

# of Employees

2

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2002About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 1995About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

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

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