Unclaimed
Kaisser M. Abdulhalim is a registered representative with J.p. Morgan Securities LLC and has been in the financial industry since March 7, 2019. Kaisser has experience with Wells Fargo Advisors, LLC and W&S Brokerage Services, Inc. Kaisser is licensed to sell securities in Connecticut, New Jersey, New York and North Carolina. Kaisser has passed the Series 6, Series 63, Series 6TO, and SIE exams. Kaisser specializes in providing financial advice to individuals, corporations, businesses, charitable organizations, insurance companies, labor unions, and pension and profit-sharing plans.
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
NC
02/05/2020 - Present
J.p. Morgan Securities LLC (Raleigh NC)
NC
09/08/2011 - 10/25/2011
WELLS FARGO ADVISORS, LLC (GARNER NC)
NC
08/25/2010 - 06/06/2011
W&S BROKERAGE SERVICES, INC. (RALEIGH NC)
BC
Issued 02/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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