Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bassam? Claim Your ProfileBassam Edlebi is a financial professional with over 25 years of experience in the industry. Bassam is currently registered with J.P. Morgan Securities LLC and has held previous positions at Chase Investment Services Corp., Marine Midland Securities, Inc., SVR Securities, Inc., and NYLife Securities Inc. Bassam holds licenses in Series 6, 7, 26, 63, and 65 and is qualified to offer a wide range of financial products and services, including investment advisory and brokerage services. Bassam provides financial planning and portfolio management services to individuals, businesses, corporations, high-net-worth clients, charitable organizations, insurance companies, and labor unions.
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
NY
10/15/2019 - Present
J.p. Morgan Securities LLC (New York NY)
NY
12/08/1998 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WHITESTONE NY)
NY
07/14/1997 - 12/07/1998
MARINE MIDLAND SECURITIES, INC. (NEW YORK NY)
IL
11/07/1996 - 07/09/1997
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
FL
01/01/1997 - 03/07/1997
SVR SECURITIES, INC. (BROOKSVILLE FL)
NY
02/08/1995 - 05/18/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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