Unclaimed
Sayf Addassi is a registered representative with Needham & Company, LLC, and is licensed to provide investment advice and securities services in California, Massachusetts, and New York. Sayf holds the Series 63, Series 79TO, and SIE licenses and is actively registered with the Financial Industry Regulatory Authority (FINRA). Sayf began their career in the financial services industry on October 4, 2023, and is currently employed with Needham & Company, LLC.
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.
Securities research
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.
Earned based on transactions or products sold.
Pursuant to csa agreements
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2
CA
10/05/2023 - Present
Needham & Company, LLC (SAN FRANCISCO CA)
BC
Issued 11/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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