Unclaimed
Hasina Saleh is a financial advisor with over 13 years of experience in the industry. Hasina is currently registered with LPL Financial LLC and has a Series 7, 63, and 66 licenses. Hasina has experience working with clients of all types, including individuals, families, businesses, and retirement plans. Hasina is dedicated to helping clients achieve their financial goals and providing them with the personalized advice they need to make informed financial decisions. Hasina also has prior experience with INVEST Financial Corporation and U.S. Bancorp Investments, Inc..
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
CA
12/01/2021 - Present
LPL Financial LLC (NEWBURY PARK CA)
CA
01/14/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (WOODLAND HILLS CA)
CA
05/04/2015 - 01/13/2016
U.S. BANCORP INVESTMENTS, INC. (PACIFIC PALISADES CA)
CA
11/19/2012 - 12/19/2014
U.S. BANCORP INVESTMENTS, INC. (HAYWARD CA)
CA
09/07/2009 - 11/29/2012
BANCWEST INVESTMENT SERVICES, INC. (SAN LEANDRO CA)
BOTH
Issued 02/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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