Hazem Algendi, financial advisor Lake Oswego OR

Hazem Algendi

CRD Number: 6532152
Current Firm: Paulson Investment Advisors, LLC

Hazem Algendi (CRD# 6532152) is an Investment Advisor Representative working at Paulson Investment Advisors, LLC in Lake Oswego, OR and has over 5 years of experience in the finance industry.

Similar Advisors
Brian Nelson, financial advisor Lake Oswego OR
Brian R. Nelson
CRD# 2543552
Wells Fargo Clearing Services, LLC
Similar Advisors
Stephen Aaron, financial advisor Lake Oswego OR
Stephen M. Aaron
CRD# 2279233
Ameriprise Financial Services, LLC
Similar Advisors
Kailie Abascal, financial advisor Lake Oswego OR
Kailie M. Abascal
CRD# 6758430
Middleton & Company
Company Name Location Dates Years
Paulson Investment Advisors LLC New York, NY Sep 2020 - Current < 1
Paulson Investment Company, LLC New York, NY Feb 2019 - Current 2
Bank Of America, N.a. New York, NY Mar 2018 - Jan 2019 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Oct 2017 - Jan 2019 1
Paulson Investment Compnay LLC New York, NY Aug 2015 - Oct 2017 2
Metropcs Staten Island, NY Oct 2014 - May 2015 < 1
Macy's Staten Island, NY Oct 2014 - Dec 2014 < 1
Unemployed Staten Island, NY Apr 2014 - Oct 2014 < 1
New York City Dept. Of Education New York, NY Feb 2011 - Apr 2014 3
Macy's Staten Island, NY Oct 2010 - Jan 2013 2
Penn State University University Park, PA Aug 2005 - Aug 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Hazem Algendi
Phone Number: 503-243-6000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $525,000
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, MA, MD, NY, OR, RI, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.