Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neelab? Claim Your ProfileNeelab Hakami is a financial advisor with over 13 years of experience in the financial services industry. Neelab is currently registered with Perennial Financial Services as a Registered Representative and Investment Advisor Representative. Neelab is also registered as an Investment Advisor Representative with Perennial Investment Advisors, LLC. Neelab has a wide range of experience, having previously worked for Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America, N.A. Neelab specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Neelab holds the Series 7, Series 63, and Series 65 licenses.
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.
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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2
CA
07/03/2024 - Present
Perennial Financial Services (LOS ANGELES CA)
CA
06/10/2016 - 07/05/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING HILLS ESTATES CA)
CA
05/10/2013 - 07/01/2016
MORGAN STANLEY (ROLLING HILLS CA)
CA
11/10/2010 - 04/09/2013
SCOTTRADE, INC. (LOS ANGELES CA)
IA
Issued 06/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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