Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ahmad? Claim Your ProfileAhmad Khalil is a financial advisor with Oppenheimer & Co. Inc., a firm with over $1 billion to $10 billion in assets under management. Ahmad has been in the industry since 2017 and has experience working with a range of clients, including individuals, corporations, and investment companies. Ahmad provides financial planning, pension consulting, and portfolio management services. Ahmad Khalil is registered in California and New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
05/17/2022 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
CA
11/25/2020 - 04/27/2022
GUGGENHEIM SECURITIES, LLC (SAN FRANCISCO CA)
CA
07/26/2017 - 11/18/2020
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
BOTH
Issued 02/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2017
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/11/2017
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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