Theodore Elias Saade
Lid van de Investeringscommissie bij Signature Estate & Investment Advisors LLC
Profiel
Mr. Theodore E.
Saade is a Managing Senior Partner at Signature Estate & Investment Advisors LLC.
His specialties include investment planning, retirement planning and estate planning.
He is also a licensed independent insurance broker.
Mr. Saade has been in the securities and insurance business since 1995 maintaining a successful independent private practice for over 250 clients.
Mr. Saade received his Bachelor’s degree in Economics with an emphasis in Biochemistry with Honors from University of California, Los Angeles.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner with the Certified Financial Planner Board of Standards, Inc, having completed the CFP® professional education program in 1998.
In addition, he completed the Chartered Mutual Fund Counselor (CMFC® ) Education program in 2000 and earned the Accredited Investment Fiduciary® (AIF® ) professional designation, conferred by Fiduciary360.
Actieve functies van Theodore Elias Saade
| Bedrijven | Functie | Begin |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Lid van de Investeringscommissie | - |
Opleiding van Theodore Elias Saade
| University of California, Los Angeles | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |
