Nedal
Halawa
Forum Financial Management, Lp
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About this Advisor
Nedal Halawa is a financial advisor working in Lombard, Illinois with 5 years of industry experience. Halawa works at Forum Financial Management, Lp. Throughout their career, they have worked at Healthcare Services Of Illinois, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Purshe Kaplan Sterling Investments, Inc, Forum Financial Management, Lp and Pinnacle Wealth Management, LLC. Halawa holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois and Texas. Forum Financial Management, Lp is a financial advisory company operating out of Lombard, IL. The company has offices in 43 locations and a total of 125 people on staff. It administers $7 billion in total assets across its 19,601 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 17 charitable organizations. Of its 19,601 customer accounts, 23% are held by high-net-worth clients who have more than $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management typically depend on which services the firm provides the client. However, fees charged by Forum Financial Management, Lp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Forum Financial Management, Lp Brokerage Details
$7,005,564,651
125
19,601
$357,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Nedal Halawa Work History
Nedal has been registered as a financial advisor for 5 years.*
Pinnacle Wealth Management, LLC
Purshe Kaplan Sterling Investments, Inc
Forum Financial Management, Lp
Healthcare Services Of Illinois
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nedal Halawa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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