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Yusuf Bashir

Finalis Securities LLC

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About Yusuf Bashir

Yusuf Bashir is a financial professional with over 2 years of experience in the industry. Yusuf holds Series 79TO, Series 82TO, and SIE licenses and is registered in 6 states. Yusuf is currently affiliated with Finalis Securities LLC. Prior to that, Yusuf worked at Palladium Capital Group, LLC. Yusuf specializes in investment banking and private securities offerings.

Firm Information

Yusuf Bashir is currently registered with Finalis Securities LLC. Finalis Securities LLC is a Limited Liability Company formed in September 2019. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

337

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Yusuf Bashir’s Registration & Firm History

NY

04/13/2022 - Present

Finalis Securities LLC (New York NY)

FL

11/03/2020 - 04/25/2022

PALLADIUM CAPITAL GROUP, LLC (VENICE FL)

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Licenses & Designations

BC

Issued 11/16/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2022

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 11/02/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/26/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yusuf Bashir.
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