Unclaimed
Hossam Nasser is a financial advisor with LPL Financial LLC, and is registered in 23 states. Hossam Nasser has been in the industry since 2005, and has worked with firms like CUNA Brokerage Services, Inc., Ameriprise Financial Services, LLC, and Raymond James Financial Services, Inc. Hossam Nasser has held a Series 24, Series 7, and Series 66 securities license, as well as a SIE license.
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
FL
11/27/2023 - Present
LPL Financial LLC (TAMPA FL)
FL
10/05/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (TAMPA FL)
FL
01/06/2020 - 09/15/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Tampa FL)
FL
06/01/2012 - 12/13/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
11/24/2004 - 05/10/2012
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 03/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Hossam Nasser is the right advisor for you? Invested Better is here to help.