Neal Halawa is a highly qualified expert, who works in Pinnacle Wealth Management main office of which is in 508. on the position of Partner since 2020. This person has earned professional experience in more than 15 positions at various companies. Neal Halawa went to the DePaul University and received education there from 2006 to 2013. Chicago, Illinois is the area, where this professional was lastly known to settle. This expert's e-mail and phone can be easily accessed through this website on demand.
Name variants:
Neil Halawa
Last updated May 30, 2024
Contact Information
Last Update
Jul 14, 2022
Location
Chicago, IL
Company
Pinnacle Wealth Management
Workplace
Partner
Work History
Investment Advisor Representative
1900 south Highland Ave SUITE 100, Lombard, IL 60148
At Forum Financial Management, we help investors build, manage and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio...
from Aug 2018
President
8770 west Bryn Mawr Ave, Chicago, IL 60631
Our office provides industry leading health insurance, medigap, and lifestyle protection management solutions to Chicago and Illinois residents. We are experienced and dedicated professional...
from Apr 2013
President and Registered Representative and Investment Advisor
Innovative Asset Management is a positive influence in the lives of our clients by optimizing their assets and empowering their true wealth. Our unique strategies and referable service insti...
Jan 2012 — Aug 2018
External Wholesaler
Schaumburg, IL
Feb 2008 — Jan 2012
Internal Wholesaler
As an Internal Planning Specialist, it was my job to drive sales and build relationships with external financial professionals selling the company’s and our vendor partners products. We help...
Dec 2005 — Apr 2008
Internal Wholesaler
Schaumburg, IL
Dec 2005 — Apr 2008
Financial Consultant
Worked with clients face-to-face to advise on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties included ass...
Oct 2001 — Nov 2005
Financial Consultant
Chicago, IL
Oct 2001 — Nov 2005
Relationship Banker and Investment Representative
Worked with clients face-to-face to advise on retail banking solutions and financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and rea...
Aug 2000 — Oct 2001
Relationship Banker/Investment Representative
Chicago, IL
Aug 2000 — Oct 2001
President/ Registered Representative/Investment Adviser
2000 — Jan 2012
Insurance Agent
Newark, NJ
Provides service to clients' changing insurance needs by selling life, health, and disability insurance.
May 1999 — Aug 2000
8770 W Bryn Mawr Ave STE 1300, Chicago, IL 60631
Education
Occupations
Executive
Partner
Accountant
Finance and Accounting Specialist
Advisor
Representative
Health Specialist
Certified Nurse Aide
Chief Executive
Accounting Bookkeeper
Bookkeeper
Nurse
Nurse Practitioner
Skills
Wealth Management
Investments
Retirement
Financial Services
Series 7
Retirement Planning
Finance
Securities
Insurance
Financial Planning
Asset Allocation
Strategic Financial Planning
Series 24
Financial Advisory
Life Insurance
Series 63
Business Development
Investment Strategies
Asset Management
Investment Advisory
Financial Planners
Business Relationship Management
Marketing
Retirement Income Planning
Series 65
Variable Annuities
Series 6
Sales
Practice Management
Fee Based
Chfc
Clu
Crm
Data Analysis
Corporate Sales Presentations
Series 65
Series 7
Series 6
Series 63
Illinois Life/Health/Variable/ Accident/ P&C Insurance License
Business Development
Practice Management
Marketing
Retirement Planning
Financial Planning
Wealth Management
Retirement Income
Fee Based
Data Analysis
Corporate Sales
FAQs about Neal Halawa
What is the profession of Neal Halawa?
This professional's job is Partner
What jobs is Neal Halawa a professional at?
Neal is a professional Executive and Partner jobs.
Where does Neal Halawa currently live?
Chicago, Illinois is the place where Neal Halawa lives
Where did Neal Halawa work?
This person worked at Pinnacle Wealth Management, Forum Financial Management, Lp.
What education does Neal Halawa have?
Neal studied at the DePaul University from 2006 to 2013.
Are there any professional industries Neal Halawa is connected to?
Neal works in Financial Services industry.
Are there any special skills Neal Halawa has?
Neal has skills in the following areas:.