Bancwest Investment Services, Inc
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About this Advisor
Hamza Farooquee is an investment advisor located in Santa Ana, California. Currently an advisor with Bancwest Investment Services, Inc, they have gathered 10 years of experience as an investment advisor. Farooquee holds a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Farooquee is able to operate in California and Nevada. Their career trajectory has included roles at The Natural Hapa, Jp Morgan, Wells Fargo, Raymond James & Associates, Student, Beach Cities Industries, Bancwest Investment Services and Bank Of The West. Bancwest Investment Services, Inc is headquartered in Santa Ana, California, and has 460 offices across the United States. As a company, Bancwest Investment Services, Inc oversees $2 billion in assets throughout 8,995 client accounts and employs more than 343 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 3% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Bancwest Investment Services, Inc can offer portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based fees.
Certifications and Registrations
Years of Experience
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Bancwest Investment Services, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Hamza Farooquee Work History
Hamza has 10 years of experience.
Bancwest Investment Services
Bank Of The West
Beach Cities Industries
Raymond James & Associates
The Natural Hapa
Hamza Farooquee has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Bancwest Investment Services, Inc (Bwis)
Los Angeles, CA