Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nasser? Claim Your ProfileNasser Zayed is a financial advisor with over 20 years of experience in the industry. Nasser is currently registered with LPL Financial LLC and has held previous positions at BMO Harris Financial Advisors, Inc., Harrisdirect LLC, and Morgan Stanley DW Inc. Nasser holds Series 7, 31, and 66 licenses, as well as the SIE exam. Nasser is registered in 28 states, including Illinois and Texas, and has specializations in a variety of areas, including investment planning, retirement planning, and estate planning. Nasser is committed to providing personalized financial advice to individuals and families to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
03/26/2021 - Present
LPL Financial LLC (HINSDALE IL)
IL
12/15/2005 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (HINSDALE IL)
NJ
09/24/2004 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
NY
04/30/2001 - 09/22/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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