Quais Hasseeb
Investment adviser representative at LPL Financial LLC
8 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
8 years in the industry.
- LPL Financial, LLCSep 2021 to now
- UnemployedApr 2021 to Sep 2021
- Fremont BankFeb 2021 to Apr 2021
- UnemployedJan 2021 to Feb 2021
- J.P. Morgan Securities LLCNov 2018 to Jan 2021
- JPMorgan Chase Bank, N.A.Mar 2013 to Jan 2021
- J.P. Morgan Securities LLCMar 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6174518
- Firm CRD
- 6413