linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Hakan Pehrsson

Foreside Fund Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Hakan? Claim Your Profile

About Hakan Pehrsson

Hakan Pehrsson is a financial professional with over 20 years of experience in the industry. Hakan is currently registered with Foreside Fund Services, LLC, and is licensed in all 50 states and the District of Columbia. Before joining Foreside Fund Services, LLC, Hakan worked with LPL FINANCIAL LLC, GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC., NUVEEN SECURITIES, LLC, TEACHERS PERSONAL INVESTORS SERVICES, INC., ALTERNATIVE STRATEGIES BROKERAGE SERVICES, INC., SEI INVESTMENTS DISTRIBUTION CO., and EVERGREEN INVESTMENT SERVICES, INC. Hakan holds the Series 63, Series 7, Series 24, and SIE licenses.

Firm Information

Hakan Pehrsson is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Hakan Pehrsson’s Registration & Firm History

NY

12/02/2022 - Present

Foreside Fund Services, LLC (New York NY)

SC

12/01/2020 - 10/27/2022

LPL FINANCIAL LLC (FORT MILL SC)

NC

08/20/2018 - 06/29/2020

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NC

03/21/2016 - 08/21/2018

NUVEEN SECURITIES, LLC (CHARLOTTE NC)

NC

07/22/2013 - 03/21/2016

TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)

NC

01/04/2007 - 06/19/2013

ALTERNATIVE STRATEGIES BROKERAGE SERVICES, INC. (CHARLOTTE NC)

PA

01/23/2006 - 12/14/2006

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

NC

08/13/2002 - 10/05/2005

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

Not sure if Hakan Pehrsson is right for you?

Licenses & Designations

BC

Issued 02/14/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hakan Pehrsson.
Not sure if Hakan Pehrsson is right for you?