Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hasan? Claim Your ProfileHasan Kamal is a financial advisor with Fidelity Personal And Workplace Advisors. Hasan has been in the industry since March 2015. Hasan holds licenses in 15 states, including Arizona, California, Colorado, Florida, Illinois, Iowa, Kentucky, New Jersey, New Mexico, Pennsylvania, Texas, Virginia and Washington. Hasan has passed several exams, including the Uniform Combined State Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Hasan specializes in Retirement Planning, Insurance, Investment Advisory, Mutual Funds, and Variable Products.
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.
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
MA
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
AZ
12/05/2014 - 04/22/2016
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 03/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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