Unclaimed
Hassan Abedi is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Hassan has been working in the securities industry since June 12, 2019. Hassan is registered in 53 states and the District of Columbia and also holds registrations for both broker-dealer and investment advisor activities. Hassan is a graduate of the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination. In addition to Hassan's Series 66, 7, and SIE licenses, Hassan has passed the Series 3, 9, and 10 exams, indicating a strong understanding of the financial industry. Hassan provides advisory services to individuals and businesses in the areas of portfolio management, pension consulting, and allocation modeling.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
08/22/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
BOTH
Issued 07/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/29/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/14/2020
Series 3 - National Commodity Futures Examination
BC
Issued 06/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Hassan Abedi is the right advisor for you? Invested Better is here to help.