Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bahram? Claim Your ProfileBahram Sassani is an experienced financial professional with over 20 years in the industry. Bahram holds Series 4, 7, 24, 63, and SIE licenses, as well as registrations in all 50 states. Bahram currently works as a Registered Representative at Cadaret, Grant & CO., Inc., Cuso Financial Services, LP, Next Financial Group, Inc., Sorrento Pacific Financial, LLC, and Western International Securities, Inc. Bahram specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Bahram's primary office is located in Syracuse, New York.
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.
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.
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2
NY
03/25/2024 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
BC
Issued 04/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/31/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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