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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hashini? Claim Your ProfileHashini Jayasekara sa is a financial advisor who provides comprehensive financial planning and investment management services to individuals, families, businesses, and institutions. Hashini is registered with Fidelity Personal And Workplace Advisors, a national financial services firm. Hashini previously worked as a financial advisor at J.P. Morgan Securities LLC and Wells Fargo Clearing Services, LLC. Hashini holds the Series 7, Series 63, and Series 66 securities licenses and is also a Registered Investment Advisor. Hashini is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
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2
CA
04/25/2023 - Present
Fidelity Personal AND Workplace Advisors (MOUNTAIN VIEW CA)
CA
07/20/2022 - 04/01/2023
J.P. MORGAN SECURITIES LLC (SUNNYVALE CA)
CA
08/14/2020 - 07/21/2022
WELLS FARGO CLEARING SERVICES, LLC (MOUNTAIN VIEW CA)
CA
03/26/2019 - 05/28/2020
J.P. MORGAN SECURITIES LLC (LOS ALTOS CA)
BOTH
Issued 12/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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