Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Akhshid? Claim Your ProfileAkhshid Hooman has been a financial advisor for over 30 years, holding both Series 7 and Series 63 licenses as well as Series 24. Akhsid has been with Ameriprise Financial Services, LLC since 2020 and has previously worked for IDS Life Insurance Company and The Equitable Life Assurance Society of the United States. Akhsid specializes in providing financial planning and asset allocation services, portfolio management for both individuals and businesses, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
10/03/2006 - Present
Ameriprise Financial Services, LLC (SEWICKLEY PA)
MN
03/16/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
08/18/1989 - 03/20/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
08/15/1989 - 03/20/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NA
03/21/1989 - 06/23/1989
J. W. GANT & ASSOCIATES, INC.
IA
Issued 10/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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