Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Michael Hassan is a financial professional with over 13 years of experience in the industry. He has held roles at several prominent firms including J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC, and currently with Key Investment Services LLC. His career has spanned various locations including San Antonio, TX, Lakeway, TX, and Portland, OR. Edward has demonstrated expertise in providing financial guidance to a diverse range of clients, from high-net-worth individuals and corporations to charitable organizations and pension plans. His knowledge and experience are complemented by holding relevant industry licenses and certifications, including Series 6, 7, and 63 licenses. Edward's focus lies in providing personalized investment advice and portfolio management services tailored to each client's unique needs and 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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
OH
11/13/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
OR
12/04/2017 - 10/19/2023
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
TX
05/16/2013 - 12/13/2017
J.P. MORGAN SECURITIES LLC (LAKEWAY TX)
TX
12/21/2012 - 06/04/2013
MORGAN STANLEY (SAN ANTONIO TX)
TX
06/23/2011 - 12/11/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
02/26/2010 - 05/26/2011
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
IA
Issued 08/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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