Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saad? Claim Your ProfileSaad El-hajjaoui is an Investment Advisor Representative at Xel, with experience in the financial services industry since 2019. Saad has a Series 63, 65 and Series 6TO license and provides financial planning and portfolio management services to individual clients. Prior to working at Xel, Saad El-hajjaoui was employed by J.P. Morgan Securities LLC. Saad El-hajjaoui is registered with the state of California and Oregon.
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.
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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CA
02/14/2024 - Present
XEL (ONTARIO CA)
CA
11/20/2019 - 02/18/2021
J.P. MORGAN SECURITIES LLC (TUSTIN CA)
IA
Issued 11/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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