RH
Rola Hajeb
EMERALD BLUE ADVISORS
Laguna Hills, CA 92653
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CRD#: 2969039
RH
Professional summary
Rola Hajeb, who also goes by Rola Hajeb-saadeh, Rola Hajebsaadeh, Rola Khial, is a registered financial advisor currently at EMERALD BLUE ADVISORS located in Laguna Hills, California.
Rola is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Rola has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rola Hajeb-Saadeh | Rola Hajebsaadeh | Rola Khial
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
2007-PRESENT: LICENSED INSURANCE AGENT/AMERICA'S IRA CENTERS/INSURANCE RELATED/LAGUNA NIGUEL, CA/SALE OF TRADITIONAL INSURANCE PRODUCTS VIA UNAFFILIATED CARRIERS/MAY INVOLVE UP TO 30% OF TIME INCLUDING DURING MARKET HOURS. 2005-PRESENT: SPECTRUM FINANCIAL CONSULTING, INC./NOT INVESTMENT RELATED/PRESIDENT& SHAREHOLDER/ENTITY CREATED FOR OFFICE AND EQUIPMENT LEASING./MAY INVOLVE FIVE PERCENT OR LESS TIME EACH MONTH, INCLUDING DURING MARKET HOURS. 2017 to present: Member/manager for Salem Holdings, LLC., a Utah corporation, located at 253 West 3300 South, Salt Lake City, 84115. The LLC will own rental real properties that are currently owned individually by my fiance, Raed Salem. The business is non-securities related and I will be devoting 4 hours per month during non-trading hours. Duties will include managing special projects and possibly bookkeeping. 2017 to present: 50% shareholder of Sunbeam Holdings, LLC., a Nevada corporation located at 25201 Paseo de Alicia, Suite 125, Laguna Hills, Ca 92653. The LLC plans on owning real properties. Non-investment related business requires less than 10 hours per month of non-trading hours. Member; ARRA Holdings LLC; Investment Related: No; 48 West Broadway Salt Lake City UT 84115 United States; Description of the business: Holding LLC for real estate.; Start date with business: 2021-05-25; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0. Member; Petra Holdings LLC; Investment Related: No; 48 West Broadway Salt Lake City UT 84115 United States; Description of the business: Real estate holding co.; Start date with business: 2021-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Rola Hajeb's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 4, 2013 - Present
EMERALD BLUE ADVISORS
Office #1: 25201 Paseo De Alicia Suite 125, Laguna Hills, CA 92653RIA
CRD#: 166113
Laguna Hills, CA
Past
May 15, 2009 - February 27, 2013
NFI ADVISORS, INC
RIA
CRD#: 130717
LAGUANA NIGUEL, CA
Past
March 27, 1998 - March 7, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
March 25, 1998 - March 7, 2002
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
December 3, 1997 - March 6, 1998
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(5/14/2013)
IAR
California(2/4/2013)
IAR
Washington(1/27/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EB
EMERALD BLUE ADVISORS
COEUS FINANCIAL | PARIS FINANCIAL | EMERALD BLUE ADVISORS INC. | EMERALD BLUE ADVISORS
CRD#: 166113 / SEC#:
Arizona
Registered Investment Advisory firm - (5/14/2013 Approved)California
Registered Investment Advisory firm - (2/4/2013 Approved)Michigan
Registered Investment Advisory firm - (3/13/2015 Terminated)Washington
Registered Investment Advisory firm - (1/23/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
25201 Paseo De Alicia Suite 125, Laguna Hills, CA 92653
Mailing Address
Phone number
(949) 916-0070
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 356 |
| AUM (Assets Under Management) | $ 69,403,493 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
