Yousef
Abuhakmeh

I3 Investment Partners, LLC

CRD#5719458
Investment Advisor
in Newport Beach, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Yousef Abuhakmeh is a financial advisor operating in Newport Beach, California with a total of 1 year of relevant experience. Abuhakmeh currently works for I3 Investment Partners, LLC. Over the course of their career, Abuhakmeh has held roles at Selections Real Estate, Proequities, Inc, Citigroup, National Securities Corp, I3 Investment Partners, LLC and National Asset Management. Abuhakmeh has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. I3 Investment Partners, LLC is an advisory business operating in Newport Beach, California.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Office Location

620 Newport Center Drive, 11Th Floor
Newport Beach, CA 92660

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Yousef Abuhakmeh Work History

Yousef has been registered as a financial advisor for 1 years.*

2019 - Present (5 years)

I3 Investment Partners, LLC

2017 - 2019 (2 years)

National Securities Corp

2017 - 2019 (2 years)

National Asset Management

2014 - 2017 (3 years)

Citigroup

2013 - 2014 (1 year)

Proequities, Inc

2012 - 2014 (2 years)

Selections Real Estate

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Yousef Abuhakmeh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started