Selim
Begis

Canaccord Genuity Wealth Management (Usa) Inc

CRD#2760484
Investment Advisor
in Boston, MA

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About this Advisor

Selim Begis is a financial advisor based in Boston, Massachusetts, working with Canaccord Genuity Wealth Management (Usa) Inc. Selim has previously held positions at Canaccord Genuity Inc, Collins Stewart LLC, Steward Partners Investment Advisory LLC, Raymond James Financial Services, Inc, and Canaccord Genuity Wealth Management (Usa) Inc. Selim has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Selim is part of Canaccord Genuity Wealth Management (Usa) Inc, which operates out of Boston, Massachusetts. The firm has 4 offices and 8 employees. The firm manages assets totaling $53.5 million and offers portfolio management services for individuals and small businesses. The fee structure at Canaccord Genuity Wealth Management (Usa) Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1200 - 99 High Street
Boston, MA 02110

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Canaccord Genuity Wealth Management (Usa) Inc Brokerage Details

Total Assets Under Management

$53,534,204

Total Number of Employees

8

Total Number of Accounts

69

Average Account Size

$775,858

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Selim Begis Work History

2022 - Present (2 years)

Canaccord Genuity Wealth Management (Usa) Inc

2017 - 2022 (5 years)

Steward Partners Investment Advisory LLC

2017 - 2022 (5 years)

Raymond James Financial Services, Inc

2012 - 2017 (5 years)

Collins Stewart LLC

2011 - 2017 (6 years)

Canaccord Genuity Inc

Disclosures

Please visit the SEC profile of Selim Begis 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 Canaccord Genuity Wealth Management

Simon Jochlin
Vancouver,
Fletcher Hemmons
Vancouver,
Darcie Crowe
Vancouver,
Selim Begis
Boston, MA
Marc Rinfret
Vancouver,
V. Thane Stenner
Vancouver,
Michel Leblanc
Vancouver,

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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