Khaled Hassan has been an investment adviser representative at DiPaolo Financial Group since May 2024, and is not listed among the firm’s executive officers or direct owners.
Dipaolo Financial Group, Inc. is a Lutz, FL firm with $168M under management, 408 clients and 3 advisers in one office, as of its April 2026 filing.
Investment adviser representative registrations
Khaled Hassan is registered as an investment adviser representative in 2 states. Each was approved in May 2024.
- FloridaSince 28 May 2024
- TexasSince 21 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 May 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7914666
- Firm
- DiPaolo Financial Group · CRD 309637
- Registration
- Investment adviser registration
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Khaled Hassan work?
Khaled Hassan is an investment adviser representative registered through Dipaolo Financial Group, Inc. since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Khaled Hassan a financial advisor?
Yes. Khaled Hassan has a current investment-adviser registration in Florida and Texas, through DiPaolo Financial Group since May 2024.
How many years of experience does Khaled Hassan have?
Khaled Hassan has 2 years in the financial industry, since May 2024, across 1 adviser firm.
What exams has Khaled Hassan passed?
Khaled Hassan passed the Series 65 in May 2024.
Is Khaled Hassan registered with FINRA?
No. Khaled Hassan has no current broker registration.
How can I verify Khaled Hassan’s record?
Search CRD 7914666 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Khaled Hassan’s full registration record.
