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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hatem? Claim Your ProfileHatem Dhiab is a financial advisor with Gerber Kawasaki Wealth & Investment Management located in Santa Monica, CA. Hatem has been a registered investment advisor for over 10 years, having previously worked at LPL Financial LLC and SagePoint Financial, Inc.. Hatem is a Certified Financial Planner and holds Series 6, 7, 24, 63 and 66 licenses. Hatem is known for his expertise in financial planning, portfolio management and pension consulting services. Hatem Dhiab also offers services for high-net-worth individuals, investment companies, charitable organizations, pension and profit-sharing plans and corporations or other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Third-party advisory fees
1
2
CA
07/20/2010 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
CA
10/22/2012 - 05/09/2019
LPL FINANCIAL LLC (SANTA MONICA CA)
CA
10/31/2005 - 10/24/2012
SAGEPOINT FINANCIAL, INC. (SANTA MONICA CA)
AZ
08/31/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 08/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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