Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hani? Claim Your ProfileHani Yacoub Musleh is a financial advisor with over 25 years of experience in the industry. Hani is currently registered with Cetera Investment Advisers LLC, a financial services firm that provides investment advisory services. Hani has a long history of working with individuals and families, providing them with financial planning, investment advice, and retirement planning services. Hani is also experienced in insurance and has been selling life, health, disability, and annuity products since 2014.
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.
1
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 4/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/6/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/31/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 12/5/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Hani Musleh is the right advisor for you? Invested Better is here to help.
