Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Youssef? Claim Your ProfileYoussef Fareed is a registered representative with LPL Financial LLC. Youssef has been in the financial industry since 2000. Youssef has a broad range of experience including previous work with The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation and AXA Advisors, LLC. Youssef is licensed in multiple states including Tennessee, Wisconsin, Illinois, California, Connecticut, New Hampshire and South Carolina. Youssef specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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
TN
10/28/2005 - Present
LPL Financial LLC (NASHVILLE TN)
IN
04/24/2001 - 11/04/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/24/2001 - 11/04/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
04/04/2000 - 04/25/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 04/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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