Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Souad? Claim Your ProfileSouad Hasbini is a financial professional registered with Cetera Investment Advisers LLC. She is a licensed investment adviser representative in California. Souad has experience in the financial services industry, previously working for J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Souad has a broad range of experience and can help clients with a variety of financial planning needs, including investment management, retirement planning, and education planning.
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.
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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CA
07/22/2024 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
02/19/2022 - 07/30/2022
J.P. MORGAN SECURITIES LLC (SAN CARLOS CA)
IA
Issued 07/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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