Bijan Mohseni

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  Raymond James Financial Services, Inc.
  Tampa, FL
• 08/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Tampa, FL
• 08/2015 → Present
  Investpro Wealth Strategies, Llc
  Tampa, FL

Previous Registrations

• 1999-06-03 → 2015-08-31
  Equitable Advisors, Llc
  Tampa, FL
  Tampa, FL
  Tampa, FL

Other Businesses

(1)Name of Business: Byssco LLC Address: 5383 Primrose Lake Cir Ste B, Tampa, FL, 33647, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 08/17/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Investpro Wealth Strategies, LLC Address: 5383 Primrose Lake Cir Ste B, Tampa, FL, 33647, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/17/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-11-19
• S65 Uniform Investment Adviser Law Examination
  1999-09-17

Designations

• Certified Financial Planner

Other Names

• Mahmoub Mohseni
• Mahmoud Bijan Mohseni