Bassem Beaini (CRD# 4691714) is an Investment Advisor Representative working at Eagle Strategies LLC in Vienna, VA and has over 20 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B & H Financial Services Inc. D/b/a Bfs Benefits | Vienna, VA | Jul 2017 - Current | 6 |
| Eagle Strategies LLC | Vienna, VA | Oct 2010 - Current | 13 |
| B & H Financial Services Inc. D/b/a Beaini Financial Solutions | Vienna, VA | Aug 2010 - Current | 13 |
| Bh Financial Services Inc. | Vienna, VA | Aug 2008 - Current | 15 |
| Nylife Securities | Vienna, VA | Nov 2003 - Current | 20 |
| New York Life Ins Co | Vienna, VA | Jul 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2004 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
- VA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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