linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sami Huseinovic

Sofi Wealth LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sami? Claim Your Profile

About Sami Huseinovic

Sami Huseinovic is a financial professional who has been in the industry since 2019. Sami is currently registered with SoFi Wealth LLC and holds several licenses including Series 7TO, Series 63, and Series 65. Sami was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and National Securities Corporation. Sami has been registered with the Securities and Exchange Commission and 51 states. Sami has a background in business and is passionate about helping individuals achieve their financial goals.

Firm Information

Sami Huseinovic is currently registered with Sofi Wealth LLC. Sofi Wealth LLC is a San Francisco, California-based registered investment advisor with over $1.36 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management services to individuals, including high-net-worth individuals. Sofi Wealth LLC also offers a wrap fee program and publishes periodicals. The firm has 70 investment advisor representatives and 4 licensed agents.
Sofi Wealth LLC

234 1ST STREET

SAN FRANCISCO, CA 94105

$1.37B

Assets Under Management

6,000

Total Clients

65

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sami Huseinovic’s Registration & Firm History

CA

03/16/2021 - Present

Sofi Wealth LLC (SAN FRANCISCO CA)

FL

11/05/2019 - 02/22/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

FL

07/11/2019 - 08/21/2019

NATIONAL SECURITIES CORPORATION (MIAMI FL)

Not sure if Sami Huseinovic is right for you?

Licenses & Designations

IA

Issued 05/18/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/2022

Series 24 - General Securities Principal Examination

BC

Issued 07/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sami Huseinovic.
Not sure if Sami Huseinovic is right for you?