Unclaimed
Hassan Akhtar is a financial advisor registered with J.p. Morgan Securities LLC. Hassan is licensed to provide investment advice in Wisconsin and Texas. Hassan has over 10 years of experience in the industry and has worked for several firms including WELLS FARGO CLEARING SERVICES, LLC, J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.. Hassan has passed the Series 6, Series 7, Series 63, Series 66 and SIE exams. Hassan's firm, J.p. Morgan Securities LLC, manages over $250 billion in assets.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WI
03/22/2024 - Present
J.p. Morgan Securities LLC (Milwaukee WI)
WI
10/30/2014 - 06/26/2018
WELLS FARGO CLEARING SERVICES, LLC (MILWAUKEE WI)
WI
10/01/2012 - 09/25/2014
J.P. MORGAN SECURITIES LLC (OAK CREEK WI)
WI
05/09/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OAK CREEK WI)
IA
Issued 03/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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