Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Habib? Claim Your ProfileHabib Iskander is a financial advisor who has been in the industry since 1993. Habib is registered with Osaic Wealth, Inc., in California and Oregon. Habib has previously been registered with SAGEPOINT FINANCIAL, INC., SENTRA SECURITIES CORPORATION, and MONEY CONCEPTS CAPITAL CORP. Habib is a registered representative and investment advisor representative, holding Series 6, 7, 26, 63, and 65 licenses. Habib has a wide range of experience and expertise in financial planning, investment management, and retirement planning.
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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2
CA
09/01/2023 - Present
Osaic Wealth, Inc. (IRVINE CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (IRVINE CA)
AZ
10/19/1999 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
FL
04/12/1993 - 11/11/1999
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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