Unclaimed
Sasan Hashemi is a financial advisor with Cetera Investment Advisers LLC, a firm based in Schaumburg, Illinois. Sasan Hashemi has been a financial advisor for over 30 years, holding multiple licenses and designations. Sasan Hashemi specializes in working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Sasan Hashemi offers a variety of financial services, including financial planning, portfolio management, and investment education. Sasan Hashemi is dedicated to helping clients achieve their financial goals.
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.
1
2
OK
11/12/2020 - Present
Cetera Investment Advisers LLC (OKLAHOMA CITY OK)
OK
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (OKLAHOMA CITY OK)
OK
08/07/1990 - 05/30/2008
FFP SECURITIES, INC. (OKLAHOMA CITY OK)
NJ
11/05/1986 - 08/07/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 11/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/31/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1997
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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