Brokerage Services

Investment products are not insured by the FDIC, are not deposits, and may lose value.

 

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Mechanics Investment Services offers investment management and brokerage services through LPL Financial. As a Mechanics Investment Services client, you have access to many strategies to address your long-term financial needs. You'll work with a knowledgeable and experienced Wealth Advisor who can help you design a plan customized toward your specific financial goals and objectives.

Your best interests always come first

Our process is simple: We listen. We get to know you and understand your needs in detail. Then we work with you to develop an effective, custom-designed, long-term strategy that strives to manage risk and maximize potential return opportunities.

Comprehensive investment capabilities at your service

Whether for you as an individual or for your business, we provide services to address all of your financial objectives. Some of the full-service brokerage products we offer access to are:

  • Advisory Accounts of Equities, Mutual Funds and Fixed Income securities
  • Annuities – Fixed, Index and Variable
  • Life and Long Term Care Insurance
  • Retirement Plans

Meet our Advisors

Quais Hasseeb

LPL Wealth Advisor, CA Insurance Lic. #0I35269

Cell: 925.278.3047
Quais.Hasseeb@mechanicsIS.com

Schedule an appointment

Quais has more than 20 years of accomplishments helping clients navigate complex financial challenges and delivering customized strategies designed with a goal to  seek short-term growth potential and long-term independence. In addition to completing small-business administration programs at the College of Alameda and studying business accounting, he holds Financial Industry Regulatory Authority (FINRA) Series 7 and 66 registrations through LPL Financial, as well as California Department of Insurance licensing for life, accident, health and long-term care.

Karry Maciak, CRC®

LPL Wealth Advisor, CA Insurance Lic. #0D62536

Cell: 510.559.0851
Karry.Maciak@mechanicsIS.com

Schedule an appointment

For more than 25 years, Karry proudly has helped individuals, families, small businesses, and nonprofit organizations progress toward their financial goals. She endeavors to fully comprehend her clients’ financial priorities and provide tailored finance and investment strategies that strive to deliver stability and sustainability regardless of economic cycle. She holds a bachelor’s degree in psychology from Western Michigan University. She is a Certified Retirement Counselor® conferred by the International Foundation for Retirement Education (InFRE). She also holds Financial Industry Regulatory Authority (FINRA) Series 7, 65, and 66 registrations through LPL Financial, as well as California Department of Insurance licensing for life, accident, health and long-term care.  

Jim Salegui

LPL Wealth Advisor, CA Insurance Lic. #0G27862

Cell: 530.331.8433
Jim.Salegui@mechanicsIS.com

Schedule an appointment

An accomplished financial planning and wealth management consultant, Jim has helped clients make some financial decisions consistent with their comfort level, investment timeline and goals since 2009. He takes pride in sharing a wide range of investment options in an objective fashion and in working diligently to develop and preserve feasible financial plans for clients eyeing worry-free retirements. He holds a Bachelor of Business Administration degree in International Business and a Bachelor of Science in Liberal Studies/Applied Studies from California State University, Stanislaus.