Unclaimed
Fred Hamsayeh is a financial advisor with World Investment Advisors, LLC. Fred has been in the financial services industry since 1997. Fred is licensed to provide investment advice in California, Nevada, and Texas. Fred's specializations include Retirement Planning, Investment Planning, Estate Planning, Insurance Planning, and Education Planning. Fred also offers a variety of financial services, including financial planning, pension consulting, and portfolio management. Fred holds the Series 6, 7, 24, 26, 31, and 63 licenses. Fred is also a Certified Financial Planner.
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
NV
10/29/2019 - Present
World Investment Advisors, LLC (Las Vegas NV)
NV
05/10/2013 - 10/29/2019
LPL FINANCIAL LLC (LAS VEGAS NV)
CA
05/14/2010 - 06/07/2013
H. BECK, INC. (SAN DIEGO CA)
CA
03/31/2003 - 05/17/2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (SAN DIEGO CA)
OH
11/12/2001 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
MN
08/28/1997 - 11/09/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 08/14/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 05/02/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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