Hasan Najmuddin (CRD# 6563841) is an Investment Advisor Representative working at Wells Fargo Advisors in Agoura Hills, CA and has over 8 years of experience in the finance industry.
CRD# 4700969
Western International Securities
CRD# 3177792
Citigroup Global Markets Inc.
CRD# 6139451
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Agoura Hills, CA | Nov 2022 - Current | 1 |
| Jp Morgan Securities, LLC | Simi Valley, CA | Apr 2020 - Nov 2022 | 2 |
| Jpmorgan Chase Bank, N.a. | Simi Valley, CA | Apr 2020 - Nov 2022 | 2 |
| Td Ameritrade, Inc. | Thousand Oaks, CA | Mar 2018 - Apr 2020 | 2 |
| Td Ameritrade Investment Management, Disciplined Firm No LLC | Thousand Oaks, CA | Mar 2018 - Apr 2020 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodland Hills, CA | May 2017 - Mar 2018 | < 1 |
| Bank Of America, N.a. | Woodland Hills, CA | May 2017 - Mar 2018 | < 1 |
| Jp Morgan Securities LLC | Newbury Park, CA | Sep 2015 - May 2017 | 1 |
| Jp Morgan Chase Bank | Newbury Park, CA | Sep 2015 - May 2017 | 1 |
| Loha Construction, Inc. | Westlake Village, CA | Oct 2009 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- CA
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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