Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bassim? Claim Your ProfileBassim Michael is a financial advisor with over 13 years of experience in the industry. Bassim is currently registered with SCF Investment Advisors, Inc. and holds the Series 66, SIE, and Series 7 licenses. He is also a Certified Public Accountant (CPA) and a Real Estate Broker. Prior to joining SCF Investment Advisors, Inc., Bassim worked for 1st Global Capital Corp. in Fresno, CA. Bassim has a broad range of experience in financial planning, portfolio management, and investment advisory services. He is committed to providing his clients with personalized financial advice that meets their individual needs and goals. Bassim is a member of the board of directors for St. George & St. Bisnay Orthodox Church and the Fresno Pacific Educational Foundation.
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.
1
2
CA
01/03/2011 - Present
SCF Investment Advisors, Inc. (Fresno CA)
CA
09/27/2007 - 12/31/2010
1ST GLOBAL CAPITAL CORP. (FRESNO CA)
BOTH
Issued 10/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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