Unclaimed
Hasan Ross-el is a financial advisor in Columbia, South Carolina. Hasan is a registered representative with LPL Financial LLC and is licensed to offer securities and investment advisory services in multiple states, including South Carolina. Hasan has over 15 years of experience in the financial services industry. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Previous employers include Park Avenue Securities LLC and Northwestern Mutual Investment Services, LLC. Hasan's areas of expertise include financial planning, retirement planning, and investment management.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
01/09/2024 - Present
LPL Financial LLC (COLUMBIA SC)
SC
03/02/2016 - 03/29/2022
PARK AVENUE SECURITIES LLC (COLUMBIA SC)
SC
01/23/2008 - 03/01/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLUMBIA SC)
IA
Issued 09/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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