Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saju? Claim Your ProfileSaju Bahuleyan is a financial professional with over 28 years of experience in the industry. Saju is currently registered with Charles Schwab & CO., INC. in Oak Park, IL and San Francisco, CA. Saju has held previous roles with Advanced Equities, Inc., Peak6 Capital Management LLC, LaSalle St Securities, L.L.C. and Saperston Financial Inc. Saju has a broad range of experience and holds Series 4, 7, 24, 27, 55, 63, 65, 99TO, and 57TO licenses. Saju also holds the SIE license. Saju has a diverse background in financial services including advisory roles with insurance companies, investment companies, charitable organizations, high net worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities and sovereign wealth funds and foreign official institutions. Saju is a member of the Kalathil Lake Resort Board and is a Landlord in Kerala, India.
Oak Park, IL
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
01/22/2014 - Present
Charles Schwab & CO., Inc. (Oak Park IL)
IL
02/23/2010 - 11/20/2012
ADVANCED EQUITIES, INC. (CHICAGO IL)
IL
06/25/2008 - 02/23/2010
PEAK6 CAPITAL MANAGEMENT LLC (CHICAGO IL)
IL
10/16/1997 - 06/20/2008
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
NY
01/19/1994 - 10/16/1997
SAPERSTON FINANCIAL INC. (BUFFALO NY)
IA
Issued 4/9/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/7/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/6/1998
Series 4 - Registered Options Principal Examination
BC
Issued 3/18/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 7/15/1994
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/9/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 1/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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