Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yassine? Claim Your ProfileYassine Zahlane is an Investment Advisor Representative associated with Edelman Financial Engines in Woodland Hills, CA. Yassine has been in the financial services industry for over 10 years and holds the Series 63 and Series 65 licenses as well as the Series 7 and SIE. Yassine has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
CA
10/02/2024 - Present
Edelman Financial Engines (WOODLAND HILLS CA)
CA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (WOODLAND HILLS CA)
CA
03/29/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (WOODLAND HILLS CA)
IA
Issued 12/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Yassine Zahlane is the right advisor for you? Invested Better is here to help.
