Unclaimed
Selim Begis is a financial advisor with over 20 years of experience in the industry. Selim is currently registered with Canaccord Genuity Wealth Management (usa) Inc. and holds a Series 63, 65, 7, 31, 4, 8, 9, 10, 24, 52TO, and SIE license. Before joining Canaccord Genuity Wealth Management (usa) Inc., Selim was a financial advisor at Raymond James Financial Services, Inc., and Canaccord Genuity Inc.. Selim specializes in providing portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
02/22/2022 - Present
Canaccord Genuity Wealth Management (usa) Inc. (Boston MA)
MA
06/26/2017 - 02/22/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ANDOVER MA)
MA
04/27/2011 - 06/27/2017
CANACCORD GENUITY INC. (BOSTON MA)
MA
04/13/2012 - 09/26/2012
CANACCORD GENUITY SECURITIES LLC (BOSTON MA)
NY
03/22/2012 - 03/28/2012
COLLINS STEWART LLC. (NEW YORK NY)
MA
06/01/2009 - 04/28/2011
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
11/10/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
SC
10/01/2002 - 11/11/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
03/05/2001 - 11/01/2001
QUICK & REILLY, INC. (NEW YORK NY)
RI
03/17/1998 - 03/05/2001
SURETRADE INC. (LINCOLN RI)
NY
06/05/1997 - 02/18/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 04/10/2000
Series 4 - Registered Options Principal Examination
BC
Issued 06/30/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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