Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bassam? Claim Your ProfileBassam Javed Latif is a financial advisor with Moelis & Co. LLC in Houston, Texas. Bassam has over 15 years of experience in the financial services industry, having worked at both Rothschild Inc. and Moelis & Co. LLC in New York, New York. Bassam is licensed to sell securities in Texas and holds the following licenses: Series 7, Series 66, Series 79TO, Series 99TO and SIE.
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.
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.
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TX
04/09/2016 - Present
Moelis & Co. LLC (HOUSTON TX)
NY
07/14/2009 - 01/06/2015
MOELIS & COMPANY LLC (NEW YORK NY)
NY
02/21/2007 - 07/02/2009
ROTHSCHILD INC. (NEW YORK NY)
BOTH
Issued 10/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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