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Kaled Fuad Khaznehkatbi

Osaic Wealth, Inc.

Bloomfield Hills, MI

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-07-14
DC RA APPROVED 2018-12-26
CA RA APPROVED 2018-11-02
MI RA APPROVED 2018-11-02
  • FL RA
    APPROVED
    Since 2023-07-14
  • DC RA
    APPROVED
    Since 2018-12-26
  • CA RA
    APPROVED
    Since 2018-11-02
  • MI RA
    APPROVED
    Since 2018-11-02

Branch Locations

7 West Square Lake Road Suite 139, Bloomfield Hills, MI 48302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Signator Investors Inc Southfield MI 08/2009 11/2018
Osaic Wealth, Inc. Bloomfield Hills MI 11/2018 Present
  • 08/2009 → 11/2018
    Signator Investors Inc
    Southfield, MI
  • 11/2018 → Present
    Bloomfield Hills, MI
Previous Registrations
  • 2014-01-09 → 2018-11-02
    Signator Investors, Inc.
    Bloomfield Hills, MI
Other Businesses

1. INSURANCE BROKER: PROPERTY AND CASUALTY , VANTAGEPOINTE RISK MGMT, 3333 EVERGREEN NE STE 200, GRAND RAPIDS MI 49525 , PROPERTY AND CASUALTY , AGENT. WILL WORK WITH OUR P&C PRESIDENT SENDING HIM REFERRALS. NO ACTUAL SALE WILL BE COMPLETED BY THE ASSOCIATE , START OF RELATIONSHIP: AUG 1, 2011 , APPROXIMATE # OF HOURS PER MONTH: 10.... 2. LIFE AND HEALTH INSURANCE POSITION: representative NATURE: life and health insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2011 ADDRESS: 7 West Square Lake Rd #139, BLOOMFIELD HILLS MI 48302, United States DESCRIPTION: solicitation of life insurance sales 3. DRUMMER POSITION: drummer NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 49133 WHITE MILL DR, SHELBY TOWNSHIP MI 48317, United States DESCRIPTION: play drums in a band perform live twice a year 4. VANTAGEPOINTE FINANCIAL GROUP POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/10/2009 ADDRESS: 7 West Square Lake Rd #139, BLOOMFIELD HILLS MI 48302, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 5. VOYA LIFE INSURANCE POSITION: Agent NATURE: Life insurance direct with Voya INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2021 ADDRESS: 7 West Square Lake Rd #139, BLOOMFIELD HILLS MI 48302, United States DESCRIPTION: Sales 6. BIRMINGHAM BLOOMFIELD CHAMBER OF COMMERCE POSITION: Ambassador NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/03/2022 ADDRESS: 725 S Adams Rd., Birmingham MI 48009, United States DESCRIPTION: As an ambassador I am expected to promote the benefits of the Chamber to new and existing members. I will volunteer at certain events such as checking in and directing attendees where to go. I will also contact new and existing members and share the benefits of membership. 7. TRUSTEE FOR FUAD KHAZNEHKATBI LIVING TRUST POSITION: Trustee NATURE: Trustee on my parents trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/07/2022 ADDRESS: 6184 Lantern Ln, Bloomfield Hills MI 48301, United States DESCRIPTION: Trustee 8. CYPHER RESEARCH POSITION: Study participant NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/07/2023 ADDRESS: 13975 Farmington Rd., Livonia MI 48154, United States DESCRIPTION: Participating in a study on Electric Vehicles for Cypher research

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-19
S63 Uniform Securities Agent State Law Examination 2010-02-13
  • S65 Uniform Investment Adviser Law Examination
    2013-12-19
  • S63 Uniform Securities Agent State Law Examination
    2010-02-13
Other Names
  • Kaled Fuad Khaznehkaibi

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