Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mervat? Claim Your ProfileMervat Sabry Hassan has been in the financial services industry since 1997. Mervat has held previous positions with UBS Financial Services Inc, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mervat is currently registered with Stifel, Nicolaus & Company, Inc. and is a licensed Investment Advisor Representative. Mervat specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Mervat also provides financial planning and educational seminars.
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.
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
05/29/2020 - Present
Stifel, Nicolaus & Company, Inc. (NAPLES FL)
CA
04/29/2010 - 06/09/2020
UBS FINANCIAL SERVICES INC. (LA JOLLA CA)
CA
06/01/2009 - 05/24/2010
MORGAN STANLEY SMITH BARNEY (LA JOLLA CA)
CA
11/25/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LA JOLLA CA)
NY
09/24/1997 - 11/29/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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