Loveleen Ashit Engineer

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 06/2020
  Hsbc Securities (Usa) Inc.
  Fort Lee, NJ
• 11/2015 → 06/2020
  Hsbc Bank Usa, N.A.
  Fort Lee, NJ
• 03/2021 → 04/2022
  Jp Morgan Securities Llc
  Paramus, NJ
• 03/2021 → 04/2022
  Jp Morgan Chase Bank, N.A.
  Paramus, NJ
• 07/2020 → 02/2021
  Unemployed
  Saddle Brook, NJ
• 10/2022 → 06/2024
  Wells Fargo Clearing Services, Llc
  Mahwah, NJ
• 09/2022 → 06/2024
  Wells Fargo Bank, Na
  Mahwah, NJ
• 05/2022 → 08/2022
  Unemployed
  Saddle Brook, NJ
• 07/2024 → 12/2024
  Unemployed
  Saddle Brook, NJ
• 01/2025 → Present
  Lpl Enterprise
  Paramus, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-02-03
• S63 Uniform Securities Agent State Law Examination
  2012-12-13

Other Names

• Loveleen A Engineer
• Loveleen Akhil Rastogi
• Loveleen Ashit Engineer
• Loveleen A Engineer
• Loveleen Engineer