Hadi Sale
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Terrebonne, OR
Credentials
Series 63, Series 66
Industry experience
21 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Retirement income strategy
Early retirement planning
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Work history
Edward Jones
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Jessica T
Series 66
Redmond, OR
Edward Jones
Michael B
Series 66
Redmond, OR
Edward Jones
Joshua W
Series 66
Redmond, OR
Edward Jones
Melissa M
Series 63, Series 66
Terrebonne, OR
Fidelity
Melissa Mills is the Regional Director of Wealth Management at Fidelity Investments, a position she has held since 2022. In her current role, she leads, manages, and coaches high performing Planning Consultants and Senior Relationship Managers. Prior to this, Melissa served as the Field Training Director at Fidelity Investments from 2013 to 2022. Further details regarding her education, credentials, personal interests, or community involvement have not been provided.
Annette V
Series 66
Redmond, OR
Edward Jones
Kimberly B
ChFC®, Series 66
Redmond, OR
Edward Jones
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