Unclaimed
Nasser Abdulkariem is a financial advisor based in San Francisco, CA. Nasser has been working in the financial services industry since 2002 and has experience at several firms including Merrill Lynch, UBS Financial Services Inc., Charles Schwab & Co., Inc., and First Republic Securities Company, LLC. Nasser currently works as a registered representative at J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC.
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
CA
03/26/2024 - Present
J.p. Morgan Securities LLC (San Francisco CA)
CA
11/04/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
08/22/2007 - 11/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
03/08/2007 - 08/21/2007
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
09/19/2006 - 03/09/2007
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
CA
12/14/2004 - 06/29/2006
PACIFIC GROWTH EQUITIES, LLC (SAN FRANCISCO CA)
NY
03/15/2001 - 11/13/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 03/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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