Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nasir? Claim Your ProfileNasir Hajamou Assar is a financial professional with over 30 years of experience in the financial services industry. Nasir has a strong track record of providing financial planning and investment management services to individuals, businesses and retirement plans. Nasir is currently a Registered Representative with Innovation Partners LLC, a firm that provides consulting services to qualified retirement plans, in addition to financial planning and investment management services. Previously, Nasir was a Registered Representative with PARSONEX SECURITIES, INC., Waddell & Reed, Inc., Allstate Financial Services, LLC and PFS Investments Inc. Nasir holds the Series 6, 7, 26 and 63 licenses and has demonstrated expertise in the area of investment company products and variable contracts.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
06/05/2015 - Present
Innovation Partners LLC (CHARLOTTE NC)
NC
09/23/2014 - 05/12/2015
PARSONEX SECURITIES, INC. (Jamestown NC)
AZ
06/15/2011 - 12/07/2012
WADDELL & REED, INC. (SCOTTSDALE AZ)
AZ
08/30/2006 - 06/09/2011
ALLSTATE FINANCIAL SERVICES, LLC (SURPRISE AZ)
NC
01/13/2005 - 08/08/2006
PFS INVESTMENTS INC. (JAMESTOWN NC)
GA
05/31/1990 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
NA
06/26/1987 - 10/05/1987
PHOENIX EQUITY PLANNING CORPORATION
BC
Issued 10/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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