Selim Begis (CRD# 2760484) is an Investment Advisor Representative working at Canaccord Genuity Wealth Management in Boston, MA and has over 27 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Canaccord Genuity Wealth Management (usa) Inc. | Vancouver, | Feb 2022 - Current | 2 |
| Steward Partners Investment Advisory LLC | Portsmouth, NH | Jun 2017 - Feb 2022 | 4 |
| Raymond James Financial Services, Inc. | Portsmouth, NH | Jun 2017 - Feb 2022 | 4 |
| Collins Stewart LLC | New York, NY | Mar 2012 - Jun 2017 | 5 |
| Canaccord Genuity Inc. | Boston, MA | Apr 2011 - Jun 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1997 |
- CA
-
Total Assets Under Management54MILLIONS
-
Total Number of Accounts69ACCOUNTS
-
Average Account Value$775,858
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, CA, CO, IL, MD, NV, NY, OR, TX
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