Ali H. Elnajjar
Professional summary
Ali H Elnajjar is a registered financial advisor currently at AE FINANCIAL & RISK MANAGEMENT, INC. located in Alpharetta, Georgia.
Ali is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Ali has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ali H Elnajjar's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 6, 2014 - Present
AE FINANCIAL & RISK MANAGEMENT, INC.
Office #1: 290 Prospect Place, Alpharetta, GA 30005August 29, 2016 - November 23, 2016
JBS LIBERTY SECURITIES, INC.
March 16, 2012 - August 8, 2014
FINANCIAL TELESIS INC
February 13, 2012 - August 8, 2014
FINANCIAL TELESIS INC
February 25, 2005 - February 13, 2012
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/6/2014)
Exams
Current Firm
AE FINANCIAL & RISK MANAGEMENT, INC.
CRD#: 172395 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 39 |
| AUM (Assets Under Management) | $ 37,257,000 |
Red Flags
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Company Information
AE FINANCIAL & RISK MANAGEMENT, INC.
CRD#: 172395Alpharetta, GA 30005TRUST BUT VERIFY
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