Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bashara? Claim Your ProfileBashara Haddad is a registered representative with Calton & Associates, Inc. and has over 27 years of experience in the financial services industry. Bashara Haddad specializes in Financial Planning, Pension Consulting, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals. Bashara Haddad has been registered with the state of Minnesota since 6/30/2023, the state of Nevada since 6/30/2023, the state of North Dakota since 8/28/2023, and the state of Wisconsin since 6/30/2023. Prior to joining Calton & Associates, Inc., Bashara Haddad was registered with Dominion Investor Services, Inc., Financial West Group, Cabot Lodge Securities LLC, Allied Beacon Partners, Inc., Workman Securities Corporation, Pacific West Securities, Inc., The O.N. Equity Sales Company, Pruco Securities Corporation, and The Prudential Insurance Company of America.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MN
06/30/2023 - Present
Calton & Associates, Inc. (Duluth MN)
MN
01/26/2017 - 07/20/2023
DOMINION INVESTOR SERVICES, INC. (DULUTH MN)
MN
10/21/2014 - 01/06/2017
FINANCIAL WEST GROUP (DULUTH MN)
MN
07/01/2013 - 11/06/2014
CABOT LODGE SECURITIES LLC (DULUTH MN)
MN
10/04/2011 - 07/05/2013
ALLIED BEACON PARTNERS, INC. (DULUTH MN)
MN
04/20/2010 - 09/30/2011
WORKMAN SECURITIES CORPORATION (DULUTH MN)
MN
11/25/2003 - 12/31/2009
PACIFIC WEST SECURITIES, INC. (DULUTH MN)
OH
08/18/1995 - 08/04/1997
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NJ
11/15/1988 - 06/28/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/15/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 12/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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