Unclaimed
Haitham Ashoo is an investment advisor representative with Pillar Wealth Management, LLC in Delray Beach, FL. Haitham has been in the industry since 1987. Haitham is registered with the following states: Arizona, California, Colorado, Florida, Nevada, and Texas. Haitham offers a range of advisory services, including financial planning and portfolio management for individuals. Haitham is also a registered representative of Pillar Financial Services, Inc., which is a separate firm.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
09/06/2022 - Present
Pillar Wealth Management, LLC (DELRAY BEACH FL)
CA
08/08/1988 - 09/10/2009
PILLAR FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
NA
10/05/1987 - 06/10/1988
SME CAPITAL MANAGEMENT CORPORATION
NA
10/05/1987 - 12/31/1987
ADVANTAGE CAPITAL CORPORATION
IA
Issued 05/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Haitham Ashoo is the right advisor for you? Invested Better is here to help.