Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hakan? Claim Your ProfileHakan Ibisi is a financial professional with over 5 years of experience in the industry. Hakan is currently registered with J.P. Morgan Securities LLC as a broker and investment advisor. Prior to joining J.P. Morgan Securities LLC, Hakan was with Wells Fargo Advisors, LLC. Hakan is licensed to provide investment advice and securities brokerage services in Colorado. Hakan holds Series 6, 7, 63, 65, SIE and 6TO licenses and has demonstrated expertise in investment company products, variable contracts, general securities, and investment advisory services. Hakan specializes in providing financial advice and services to individuals, corporations, and charitable organizations.
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
CO
08/01/2024 - Present
J.p. Morgan Securities LLC (LAKEWOOD CO)
PA
10/11/2018 - 03/25/2019
WELLS FARGO CLEARING SERVICES, LLC (PHILADELPHIA PA)
PA
07/30/2015 - 09/11/2018
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
PA
05/03/2014 - 06/01/2015
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
IA
Issued 05/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2018
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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