Unclaimed
Rasheed Hasan Defense is a financial advisor with over 10 years of experience in the industry. Rasheed Hasan Defense is currently registered with Tiaa-Cref Individual & Institutional Services, LLC in New York. Rasheed Hasan Defense is also registered in 11 states, including California, Connecticut, Florida, Illinois, Kansas, Maryland, Nevada, New Jersey, New York, Pennsylvania, and the District of Columbia. Prior to joining Tiaa-Cref Individual & Institutional Services, LLC, Rasheed Hasan Defense worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, Chase Investment Services Corp., and Morgan Stanley Smith Barney. Rasheed Hasan Defense offers a variety of financial services, including financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NY
03/31/2016 - 12/01/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/20/2014 - 04/07/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/01/2012 - 05/07/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/15/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
06/01/2009 - 07/15/2010
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
04/18/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/28/2005 - 09/19/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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