Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bassel? Claim Your ProfileBassel Fuad Mansour is a financial advisor at Osaic Wealth, Inc. with over 7 years of experience in the industry. Bassel specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses and charitable organizations. Bassel holds the Series 6, Series 63 and Series 65 licenses and the SIE exam. Prior to joining Osaic Wealth, Inc., Bassel worked at Signator Investors, Inc. Bassel also owns and operates Golden Gate Financial & Insurance Solutions, a firm that provides insurance products.
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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CA
08/01/2023 - Present
Osaic Wealth, Inc. (SAN CARLOS CA)
CA
04/11/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN MATEO CA)
IA
Issued 09/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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