Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bassam? Claim Your ProfileBassam Khalifeh is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry for over 27 years. Bassam specializes in providing financial planning and portfolio management services to individuals, families, businesses and trusts. Bassam is also a Chartered Financial Consultant. Prior to joining Ameriprise Financial Services, LLC, Bassam was an advisor with Ausdal Financial Partners, Inc. and Regal Securities, Inc.
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.
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2
IL
11/04/2022 - Present
Ameriprise Financial Services, LLC (DEERFIELD IL)
IL
06/30/2014 - 11/01/2022
AUSDAL FINANCIAL PARTNERS, INC. (Northbrook IL)
IL
02/07/2008 - 07/16/2014
REGAL SECURITIES, INC. (NORTHBROOK IL)
IL
01/23/1995 - 12/04/2006
PRUCO SECURITIES, LLC. (ROSEMONT IL)
IA
Issued 05/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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