Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Hassan is a Registered Representative, Investment Adviser Representative with Laidlaw Wealth Management LLC. Keith has been in the securities industry since April 10, 2000. Keith has a Series 7, 55, 63, and 65 licenses and a SIE certification. Keith has been registered with Laidlaw Wealth Management LLC since September 2017. Previous employers include COWEN EXECUTION SERVICES LLC, KCG AMERICAS LLC, KNIGHT CAPITAL AMERICAS, L.P., MORGAN STANLEY & CO., INCORPORATED, and DEAN WITTER REYNOLDS INC.
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.
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.
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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NY
03/30/2021 - Present
Laidlaw Wealth Management LLC (NEW YORK NY)
NY
12/16/2014 - 07/26/2017
COWEN EXECUTION SERVICES LLC (NEW YORK NY)
NJ
07/02/2012 - 12/03/2014
KCG AMERICAS LLC (JERSEY CITY NJ)
NJ
01/28/2003 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
NY
06/02/2000 - 11/21/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
11/24/1999 - 11/30/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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