Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nedal? Claim Your ProfileNedal Halawa is a financial advisor who has been in the industry since 1999. Nedal is currently registered with Forum Financial Management, LP in Illinois and Texas. Previously, Nedal was registered with Cetera Financial Specialists LLC, Genworth Financial Securities Corporation, LaSalle Financial Services, Inc., Banc One Securities Corporation, and Pruco Securities Corporation. Nedal specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
01/12/2023 - Present
Forum Financial Management, LP (LOMBARD IL)
IL
01/04/2012 - 08/07/2018
CETERA FINANCIAL SPECIALISTS LLC (CHICAGO IL)
IL
12/14/2005 - 12/16/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
IL
10/02/2001 - 11/29/2005
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
10/17/2000 - 10/08/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
07/19/1999 - 10/17/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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