Sasan Hashemi is a CFP-designated registered investment advisor, based in Oklahoma City, OK, with 39 years of industry experience. Sasan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
13919 Quail Pointe Drive, Oklahoma City, OK, 73134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sasan is an insurance agent and owner of Investment Concepts & Financial Planning Services (DBA). He is also a partner in SLDG, LLC, a holding company, and a notary public, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
First Investors CorporationBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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