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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bijan? Claim Your ProfileBijan Mohseni is a financial advisor who has been in the industry since 1999. Bijan Mohseni is registered with Raymond James Financial Services Advisors, Inc. in Tampa, FL and is also registered with the state of Texas. Bijan Mohseni has a Series 7, Series 24, Series 63, and Series 65 license. Bijan Mohseni is a Certified Financial Planner. Bijan Mohseni offers financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, selection of other advisors, and hourly & fixed rate consultations. Bijan Mohseni has experience with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Bijan Mohseni is also a business owner of Byssco LLC and Investpro Wealth Strategies, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
04/07/2017 - Present
Raymond James Financial Services Advisors, Inc. (TAMPA FL)
FL
06/01/1999 - 08/31/2015
AXA ADVISORS, LLC (TAMPA FL)
NY
06/01/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 11/19/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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