Khaled Taha (CRD# 4481128) is an Investment Advisor Representative working at Sage Private Wealth Group, LLC in Oakbrook Terrace, IL and has over 22 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sage Advice Group Enterprises, LLC | Oakbrook Terrace, IL | Jan 2020 - Current | 4 |
| Sage Tax Advisory | Oakbrook Terrace, IL | Jan 2019 - Current | 5 |
| Sage Management Holdings, LLC | San Juan, PR | Nov 2017 - Current | 6 |
| Sage Private Wealth Group, LLC | Oakbrook Terrace, IL | Nov 2014 - Current | 9 |
| Raymond James Financial Services Advisors Inc. | Wheaton, IL | Oct 2011 - Oct 2020 | 9 |
| Raymond James Financial Services, Inc. | Wheaton, IL | Oct 2011 - Oct 2020 | 9 |
| Mjatt Productions | Oak Park, IL | Dec 2013 - Dec 2015 | 2 |
| Lasting Legacy Ltd | Wheaton, IL | Feb 2014 - Dec 2014 | < 1 |
| Lasting Legacy, Ltd. | Park Ridge, IL | Oct 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- IL
- PR
- TX
-
Total Assets Under Management364MILLIONS
-
Total Number of Accounts1,146ACCOUNTS
-
Average Account Value$318,012
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, CO, FL, IL, IN, MD, MI, PA, PR, TX, VA, WI
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