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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haitham? Claim Your ProfileHaitham Al-sayed is a financial advisor with Saturna Capital Corp. Haitham Al-sayed has been in the industry since July 5, 2004. Haitham Al-sayed is currently registered with Saturna Capital Corp. Haitham Al-sayed is registered in 13 states and districts for Investment Advisor services. Haitham Al-sayed is also registered in 52 states and districts for Broker-dealer services. Haitham Al-sayed holds the Series 63, Series 66, Series 7 and Series 24 licenses. Haitham Al-sayed has previously been employed by Saturna Brokerage Services, Inc, TIAA-CREF Individual & Institutional Services, LLC, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC and Charles Schwab & Co., Inc. Haitham Al-sayed is experienced in financial planning, portfolio management for individuals, portfolio management for investment companies and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
09/27/2023 - Present
Saturna Capital Corp. (BELLINGHAM WA)
WA
08/11/2016 - 03/18/2022
SATURNA BROKERAGE SERVICES, INC (BELLINGHAM WA)
CA
04/29/2014 - 04/19/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEWPORT BEACH CA)
CA
01/03/2011 - 03/26/2014
WELLS FARGO ADVISORS, LLC (NEWPORT BEACH CA)
CA
10/14/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (IRVINE CA)
TX
08/16/1999 - 10/26/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 11/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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