Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rashid? Claim Your ProfileRashid Hassan Bissat is a registered representative with Sorrento Pacific Financial, LLC. Rashid has been in the financial services industry since 2004 and is licensed to provide financial advice in several states including California, Oregon, Nevada, Texas, Arkansas and the District of Columbia. Rashid is a Series 6, 7, and 63 licensed professional and holds the SIE designation.
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
06/20/2012 - Present
Sorrento Pacific Financial, LLC (FRESNO CA)
CA
05/02/2009 - 06/14/2012
CHASE INVESTMENT SERVICES CORP. (VISALIA CA)
CA
09/14/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (VISALIA CA)
BC
Issued 09/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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