Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jalal? Claim Your ProfileJalal Yassaee is a financial advisor with over 40 years of experience in the industry. Jalal is currently registered with Lincoln Douglas Investments, LLC and has been with them since 2012. Prior to that, Jalal was associated with a number of other firms including Saxony Securities, Inc. and Capital Securities of America, Inc. Jalal holds licenses for both Series 7 and Series 63 securities.
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.
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
OH
05/18/2012 - Present
Lincoln Douglas Investments, LLC (MT. VERNON OH)
NJ
07/23/2002 - 05/21/2012
SAXONY SECURITIES, INC. (DEMAREST NJ)
OH
01/29/1998 - 07/23/2002
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
NJ
06/30/1992 - 12/31/1997
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NJ
02/01/1990 - 10/09/1991
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
04/19/1988 - 02/10/1990
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
05/14/1987 - 04/22/1988
PHILIPS, APPEL & WALDEN, INC.
NA
08/09/1985 - 05/29/1987
SHEARSON LEHMAN BROTHERS INC.
NA
06/13/1984 - 07/26/1985
M. AMARICO, INC.
NA
05/07/1979 - 07/27/1984
E. G. FRANCES CO., INC.
NA
01/29/1979 - 05/03/1979
BEAR, STEARNS & CO.
BC
Issued 01/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/01/1979
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1986
Series 3 - National Commodity Futures Examination
BC
Issued 10/21/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 01/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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