Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafia? Claim Your ProfileRafia Khushbakht Hasan is a financial advisor with Perigon Wealth Management, LLC. Rafia has a strong background in financial services and has held positions at several firms in the Chicago area. Rafia is a Certified Financial Planner and a Chartered Financial Analyst. Rafia is registered to provide investment advisory services in Illinois.
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.
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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CA
07/18/2023 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
TX
12/08/2010 - 07/18/2012
DFA SECURITIES LLC (AUSTIN TX)
BOTH
Issued 09/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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