Unclaimed
Zeeshan Hasan is a financial advisor with J.P. Morgan Securities LLC. He has over 18 years of experience in the financial industry. He is licensed to offer securities and investment advice in the states of Alaska, Arizona, California, Connecticut, Illinois, Nevada, New York, North Carolina, Pennsylvania, South Dakota, Texas, and Washington. Hasan specializes in providing financial planning, portfolio management, and pension consulting services for individuals and businesses. He works with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
CA
04/01/2018 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
07/11/2016 - 12/12/2017
SCOTTRADE, INC. (GLENDALE CA)
CA
07/17/2014 - 06/21/2016
TD AMERITRADE, INC. (BEVERLY HILLS CA)
CA
03/06/2012 - 07/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST HOLLYWOOD CA)
CA
12/23/2009 - 02/28/2012
E*TRADE SECURITIES LLC (TORRANCE CA)
CA
09/08/2004 - 10/19/2009
AMERIPRISE FINANCIAL SERVICES, INC. (RIVERSIDE CA)
MN
09/08/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
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
Not sure Zeeshan Hasan is the right advisor for you? Invested Better is here to help.