Unclaimed
Sami Sahyouni is a financial advisor with over 9 years of experience in the industry. Sami is currently registered with Cetera Investment Advisers LLC in Phoenix, Arizona. Prior to joining Cetera, Sami worked with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC in Scottsdale, Arizona. Sami holds the Series 66, SIE, and Series 7 licenses. Sami is also a registered Investment Advisor Representative in Arizona. Sami is qualified to provide financial and investment advice for a wide range of clients including high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, individuals other than high-net-worth, and state or municipal government entities. Sami's services include financial planning, pension consulting, educational seminars, and portfolio management.
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
AZ
01/06/2023 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
11/08/2019 - 01/09/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)
AZ
01/27/2018 - 11/08/2019
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
BOTH
Issued 3/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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