Sami
Huseinovic
Sofi Wealth LLC
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About this Advisor
Sami Huseinovic is a financial advisor based in San Francisco, California, working with Sofi Wealth LLC. Sami has previously held positions at National Securities Corp, Sami's Pizza, University of Florida-Warrington College of Business, Merrill Lynch, Pierce, Fenner & Smith Inc, Sofi Securities LLC, and Sofi Wealth LLC. Sami has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Sami is part of Sofi Wealth LLC, which operates out of San Francisco, California. The firm has 4 offices and 70 employees. The firm manages assets totaling $943.5 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Sofi Wealth LLC includes other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sofi Wealth LLC Brokerage Details
$943,520,661
70
165,546
$5,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Sami Huseinovic Work History
Sofi Securities LLC
Sofi Wealth LLC
National Securities Corp
Merrill Lynch, Pierce, Fenner & Smith Inc
University Of Florida-Warrington College Of Business
Sami'S Pizza
Sami'S Pizza
Disclosures
Please visit the SEC profile of Sami Huseinovic to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sofi Wealth LLC
San Francisco, CA
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