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Fred Hamsayeh

World Investment Advisors, LLC

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About Fred Hamsayeh

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.

Firm Information

Fred Hamsayeh is currently registered with World Investment Advisors, LLC. World Investment Advisors, LLC is an investment advisor headquartered in Santa Barbara, California. The firm provides a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have over 190 investment advisor representatives and manage over $37 billion in assets for clients including pension and profit sharing plans, individuals, charitable organizations, corporations, and pooled investment vehicles.
World Investment Advisors, LLC

24 E. COTA STREET

SANTA BARBARA, CA 93101

$37.76B

Assets Under Management

5

Total Clients

238

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Fred Hamsayeh’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Fred Hamsayeh. Review regulatory record here.
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