Unclaimed
Hani Yacoub Musleh is a financial advisor who has been in the industry since 1998. Hani Yacoub Musleh currently works at Cetera Investment Advisers LLC, and has previously worked at GBS Financial Corp., Western International Securities, Inc., First Allied Securities, Inc., MML Investors Services, Inc., UBS Financial Services Inc., Dean Witter Reynolds Inc., and InterFirst Capital Corporation. Hani Yacoub Musleh offers a range of services including financial planning, portfolio management for individuals and businesses, and pension consulting. Hani Yacoub Musleh has a strong track record in the industry with expertise in both investment advisory and brokerage services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (LOS ANGELES CA)
CA
07/11/2012 - 12/02/2013
GBS FINANCIAL CORP. (PASADENA CA)
CA
03/16/2009 - 03/16/2012
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
CA
07/19/2006 - 03/18/2009
FIRST ALLIED SECURITIES, INC. (PASADENA CA)
CA
01/30/2004 - 07/18/2006
MML INVESTORS SERVICES, INC. (LOS ANGELES CA)
NJ
04/28/2000 - 07/30/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/12/1998 - 05/03/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
12/06/1996 - 05/09/1997
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
IA
Issued 04/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 12/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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