Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yasser? Claim Your ProfileYasser Ahmad is a financial advisor with Independent Financial Group, LLC. Yasser has been in the financial industry since 2008. Yasser works with individuals, high-net-worth individuals, corporations, trusts, pension plans, and charitable organizations. Yasser offers financial planning services, portfolio management, and insurance services. Yasser is also a Certified Financial Planner.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/05/2019 - Present
Independent Financial Group, LLC (SAN JOSE CA)
DE
06/01/2017 - 07/31/2019
GROWTH CAPITAL SERVICES, INC. (CLAYMONT DE)
CA
07/27/2011 - 11/01/2013
TD AMERITRADE, INC. (E. PALO ALTO CA)
CA
07/30/2009 - 07/26/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (OAKLAND CA)
CA
01/08/2008 - 03/25/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALNUT CREEK CA)
BC
Issued 05/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2017
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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