Hamed Khorsand

BWS FINANCIAL

Woodland Hills, CA 91364

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CRD#: 4730587

Professional summary

Hamed Khorsand is a registered financial advisor currently at BWS FINANCIAL located in Woodland Hills, California.

Hamed is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Hamed has worked at 4 firms and has passed the Series 63, Series 65, Series 87, Series 86 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Beating Wall Street, Inc. is the direct owner of BWS Financial Inc. Hamed Khorsand is direct owner of Beating Wall Street, Inc. and acts as research analyst and principal at BWS Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hamed Khorsand's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 6, 2008 - Present

BWS FINANCIAL

Office #1: 20121 Ventura Blvd. Ste. 305, Woodland Hills, CA 91364

RIA

CRD#: 122074

Woodland Hills, CA

Past

February 9, 2010 - October 15, 2010

COLORADO FINANCIAL SERVICE CORPORATION

CRD#: 104343

CENTENNIAL, CO

Past

May 2, 2005 - February 4, 2008

PRIME EXECUTIONS, INC.

CRD#: 32889

NEW YORK, NY

Past

May 11, 2004 - May 4, 2005

WALLSTREET*E FINANCIAL SERVICES, INC.

CRD#: 43896

CORAL GABLES, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/6/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/10/2004

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/10/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 87

Date: 5/23/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 5/17/2005

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 7

Date: 5/10/2004

General Securities Representative Examination

Current Firm

BWS FINANCIAL

B W S FINANCIAL INC. | HAMED KHORSAND | BWS FINANCIAL INC. | BWS FINANCIAL

CRD#: 122074 / SEC#:

California

Registered Investment Advisory firm - (1/1/2003 Approved)

New York

Registered Investment Advisory firm - (3/20/2008 Approved)

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Contact information

Main Address

20121 Ventura Blvd. Ste. 305, Woodland Hills, CA 91364

Mailing Address

Phone number

(818) 332-9696

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Hamed Khorsand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hamed Khorsand's CRS (Customer Relationship Summary).

Certified licenses

Experience

BWS FINANCIAL

COLORADO FINANCIAL SERVICE CORPORATION

PRIME EXECUTIONS, INC.

WALLSTREET*E FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/10/2004

Series 65

Date: 7/10/2002

Series 87

Date: 5/23/2005

Series 86

Date: 5/17/2005

Series 7

Date: 5/10/2004

Current Firm

BWS FINANCIAL

Contact information

Documents

Red Flags

Company Information

BWS FINANCIAL

TRUST BUT VERIFY

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