Neelab Hakami

Current Employers

Employment History

• 06/2016 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Hills Estates, CA
• 06/2016 → 07/2024
  Bank Of America, N.A.
  Rollling Hills, CA
• 07/2024 → Present
  Lpl Financial Llc
  Los Angeles, CA
• 07/2024 → Present
  Perennial Financial Services
  Los Angeles, CA

Previous Registrations

• 2016-06-10 → 2024-07-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Segundo, CA
  Rolling Hills Estates, CA
  Redondo Beach, CA
  Redondo Beach, CA
• 2013-06-27 → 2016-07-01
  Morgan Stanley
  Rolling Hills Estates, CA
  El Segundo, CA

Other Businesses

1) 06/25/2024 - Perennial Financial Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 120 Hours per month. 2) 06/25/2024 - Perennial Legacy Insurance Solutions - Non-Variable Insurance - Selling: fixed, long term care, disability & Crump - CA 90025 - Investment related - 4 Hours per month - Start date: 07/02/2024. 3) 07/09/2024 - Perennial Financial Services - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 07/02/2024 - 120 Hours Per Month/ 6 Hours During Trading - I provide investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 07/09/2024 - Perennial Investment Advisors, LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 07/02/2024 - 120 Hours Per Month/ 6 Hours During Trading - I provide investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 02/05/2025 - TrueNorth Capital Wealth Management - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:10/24/2024 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-27
• S63 Uniform Securities Agent State Law Examination
  2010-12-14

Other Names

• Neelab Hakami
• Neelab Ariana Hakami
• Ariana Hakami