Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sadaf? Claim Your ProfileSadaf Rashidinezami is an investment advisor representative at Ameriprise Financial Services, LLC. Sadaf Rashidinezami has been in the securities industry for over 2 years. Sadaf Rashidinezami holds a Series 7TO license from the Financial Industry Regulatory Authority (FINRA). Sadaf Rashidinezami is also registered with the state of California as an Investment Advisor Representative. Sadaf Rashidinezami specializes in providing financial planning services, asset allocation services, and portfolio management for individuals and businesses. Sadaf Rashidinezami is committed to providing personalized financial advice to help clients reach their financial goals. Sadaf Rashidinezami is also a co-owner of a retail business in Milpitas, CA.
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.
Asset allocation services
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
07/02/2024 - Present
Ameriprise Financial Services, LLC (Palo Alto CA)
BC
Issued 08/01/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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