Fizal Kassim, financial advisor Plymouth MN

Fizal Kassim

CRD Number: 1814749
Current Firm: Securities America Advisors, Inc.

Fizal Kassim (CRD# 1814749) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Plymouth, MN and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Plymouth, MN Jul 2015 - Current 8
Securities America Advisors Plymouth, MN Jul 2015 - Current 8
Fintegra, LLC Minneapolis, MN Mar 2002 - Jul 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Fizal Kassim
Phone Number: 402-399-9111
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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