William HashemiCRD Number: 6342150
Current Firm: Waddell & Reed
William Hashemi (CRD# 6342150) is an Investment Advisor Representative working at Waddell & Reed in Charlotte, NC and has over 2 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Various Insurance Carriers For W & R Insurance Agencies||Charlotte, NC||Nov 2014 - Current||2|
|Queen City Forward||Charlotte, NC||Sep 2014 - Current||2|
|Waddell & Reed Inc.||Charlotte, NC||Jun 2014 - Current||2|
|H&r Block||Charlotte, NC||Feb 2015 - Jun 2016||1|
|Unemployed||Charlotte, NC||May 2014 - Jun 2014||< 1|
|H&r Block||Charlotte, NC||Jan 2014 - May 2014||< 1|
|Lionheart Accounting & Tax (self Employed)||Charlotte, NC||Jan 2014 - Mar 2014||< 1|
|Lowes||Charlotte, NC||Jul 2012 - Jan 2014||1|
|Unemployed||Charlotte, NC||May 2012 - Jul 2012||< 1|
|Alia Kitchen & Bath||Monroe, NC||Sep 2011 - May 2012||< 1|
|Persepolis Arts Agency (self Employed)||Charlotte, NC||Mar 2009 - May 2012||3|
|Amelie's French Bakery||Charlotte, NC||Aug 2009 - Mar 2010||< 1|
|Courier Express||Charlotte, NC||Apr 2008 - Aug 2009||1|
|Mosaic Homes, Gorei LLC||Charlotte, NC||Jun 2006 - Dec 2008||2|
|Starbucks||Charlotte, NC||Jan 2007 - Nov 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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