Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annette? Claim Your ProfileAnnette Hassan is a financial advisor at LPL Financial LLC, a firm with over 1900000 client accounts and over $463 billion in regulatory assets under management. Annette Hassan is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Annette Hassan's firm offers a wide range of financial services, including financial planning, portfolio management, and retirement planning.
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.
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CT
05/29/2013 - Present
LPL Financial LLC (TERRYVILLE CT)
CT
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (TERRYVILLE CT)
CT
05/05/2005 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (TORRINGTON CT)
TN
08/16/2004 - 04/08/2005
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
CT
07/15/1999 - 07/29/2004
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
NY
02/17/1999 - 07/15/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BOTH
Issued 06/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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