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Detailed Report
YASSINE ZAHLANE
CRD#: 6099367
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Investment Adviser
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Previous Broker
EDELMAN FINANCIAL ENGINESCRD#: 104510 21550 OXNARD STREET
SUITE 810
WOODLAND HILLS, CA 91367
Registration History
20132014201520162017201820192020202120222023202420252026IAEDELMAN FINANCIAL ENGINES (CRD# 104510)2022 - Present (2 years)BEF LEGACY SECURITIES, LLC (CRD# 269923)2016 - 2018 (2 years)BSANDERS MORRIS HARRIS LLC (CRD# 20580)2013 - 2016 (3 years)
License(s)

State Registrations

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California 12/2/2022
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Texas 10/2/2024
Current Registration(s)
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EDELMAN FINANCIAL ENGINES (CRD#:104510)
21550 OXNARD STREET SUITE 810, WOODLAND HILLS, CA 91367
Registered with this firm since 12/2/2022
Previous Registration(s)
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 04/22/2016 - 10/31/2018 EF LEGACY SECURITIES, LLC (CRD#:269923) WOODLAND HILLS, CA
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 03/29/2013 - 04/22/2016 SANDERS MORRIS HARRIS LLC (CRD#:20580) WOODLAND HILLS, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.