Masroor Hassan (CRD# 7363858) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Tewksbury, MA and has over 2 years of experience in the finance industry.
CRD# 6224921
Amundi Asset Management Us, Inc.
CRD# 6401139
Eagle Strategies LLC
CRD# 5839878
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Bank N.a. | Andover, MA | Apr 2021 - Current | 3 |
| Td Bank N.a. | Andover, MA | Apr 2021 - Current | 3 |
| Td Bank N.a. | Tewksbury, MA | Mar 2018 - Apr 2021 | 3 |
| Unemployed | Burlington, MA | Jan 2018 - Feb 2018 | < 1 |
| Suntrust Bank | Orlando, FL | Jul 2017 - Dec 2017 | < 1 |
| Unemployed | Orlando, FL | Jun 2016 - Jun 2017 | 1 |
| Habib Bank Limited | Karachi, | Apr 2014 - May 2016 | 2 |
| Habib Bank Limited | Karachi, | Jan 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- MA
- NH
-
Total Assets Under Management12,265MILLIONS
-
Total Number of Accounts16,422ACCOUNTS
-
Average Account Value$746,855
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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