Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamir? Claim Your ProfileTamir Assas is a financial professional with over 20 years of experience in the industry. Tamir is currently registered with J.P. Morgan Securities LLC. Tamir has held previous positions with Chase Investment Services Corp., Citigroup Global Markets Inc., Bear, Stearns & Co. Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Worldco, L.L.C., and Aeges Capital Corp. Tamir holds the Series 3, 7, 55, 66, and SIE licenses. Tamir has specialized knowledge in the areas of portfolio management for individuals and businesses, financial planning, and pension consulting.
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
NY
10/10/2018 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
12/22/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
07/30/2007 - 12/22/2008
CITIGROUP GLOBAL MARKETS INC. (MOUNT KISCO NY)
NY
11/03/2006 - 05/16/2007
BEAR, STEARNS & CO. INC. (BROOKLYN NY)
MA
10/20/2004 - 01/03/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
01/24/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
05/03/2002 - 08/11/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/24/2002 - 03/27/2002
WORLDCO, L.L.C. (NEW YORK NY)
NY
07/13/2000 - 09/06/2001
AEGIS CAPITAL CORP. (NEW YORK NY)
BOTH
Issued 10/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2008
Series 3 - National Commodity Futures Examination
BC
Issued 09/25/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/12/2000
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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