Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aazar? Claim Your ProfileAazar Bhatti is an investment advisor representative with LPL Financial LLC. Aazar Bhatti has been in the industry since 2020. Aazar Bhatti is registered with the state of New York. Aazar Bhatti is also registered with FINRA. Aazar Bhatti holds a Series 7TO, Series 63, and Series 65 license. Aazar Bhatti is located in BAY SHORE, NY. Previously, Aazar Bhatti was employed at FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC. Aazar Bhatti also worked at TD Bank, Astoria Bank, TD Private Client Wealth LLC, and TD Bank N.A.. Aazar Bhatti's specializations include: 1, 2, 3, 4, 5, and 6.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
11/21/2022 - Present
LPL Financial LLC (BAY SHORE NY)
NY
03/20/2023 - 10/04/2023
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (PORT JEFFERSON STATION NY)
BC
Issued 01/22/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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