Unclaimed
Ashraf Hassan is a registered investment advisor representative with J.P. Morgan Securities LLC. Ashraf has been in the industry since 2017 and is currently registered with the state of Minnesota. Ashraf has experience with various financial products and services including investment company products and variable contracts. Ashraf's previous experience includes roles at Wells Fargo Clearing Services, LLC, PRUCO SECURITIES, LLC., and VANGUARD MARKETING CORPORATION. Ashraf is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MN
05/20/2024 - Present
J.p. Morgan Securities LLC (Saint Louis Park MN)
MN
05/15/2023 - 02/21/2024
WELLS FARGO CLEARING SERVICES, LLC (SAINT LOUIS PARK MN)
PA
11/05/2019 - 07/21/2020
PRUCO SECURITIES, LLC. (Camp Hill PA)
PA
12/07/2017 - 02/07/2018
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 06/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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