NH
CFP
NH
CFP

Nina Hajjar

18 Years of Experience
Santa Monica, CA
2 DisclosuresBrokerSells Insurance

Nina Hajjar is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Santa Monica, CA, with 18 years of industry experience. Nina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
376 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K

Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.

With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.

A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.

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Location

2800 28th St, Suite #306, Santa Monica, CA, 90405

Get directions

History

Regulatory History (2)
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Customer Dispute
December 2019
Closed-No Action
Customer Dispute
December 2015
Denied
Other Business ActivitiesSells Insurance

Nina is affiliated with Stratos Wealth Partners as a registered investment advisor and sells fixed insurance products, including annuities, life, health, and long-term care insurance. She also has several DBAs and business entities for tax/investment purposes, and is an agent for BGA Insurance Agency and Dixon Wells Insurance.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
December 2011 - Present · 14 yrs 5 mos
LPL Financial LLC
December 2011 - Present · 14 yrs 5 mos
LPL Financial LLCBroker
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Chase Investment Services CORP.
March 2010 - December 2011 · 1 yr 9 mos
Chase Investment Services CORP.Broker
March 2010 - December 2011 · 1 yr 9 mos
LPL Financial CorporationBroker
October 2007 - March 2010 · 2 yrs 5 mos
LPL Financial Corporation
October 2007 - March 2010 · 2 yrs 5 mos
State Registrations33 states
AZCACOFLGAIAIDILLAMAMDMIMNMOMSMTNCNDNHNJNVNYOHORPARISCSDTNTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.