Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ahmed? Claim Your ProfileAhmed Sharif Khan is a registered representative with Morgan Stanley. Ahmed has been working in the financial services industry since 2006 and has experience with various financial services firms, including Citigroup Global Markets Inc., Invest Financial Corporation, and Essex National Securities, LLC. Ahmed is registered to provide securities and investment advisory services in many states, including New York, New Jersey, Texas and others. Ahmed is a Series 7, Series 63, and Series 65 licensed individual. Ahmed has a background in education and also serves as a board member for Valence College Prep in Flushing, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
10/24/2022 - Present
Morgan Stanley (Garden City NY)
NY
10/18/2016 - 01/12/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/13/2015 - 10/18/2016
INVEST FINANCIAL CORPORATION (STATEN ISLAND NY)
NY
03/06/2013 - 10/15/2015
ESSEX NATIONAL SECURITIES, LLC (ASTORIA NY)
NY
10/01/2012 - 03/05/2013
J.P. MORGAN SECURITIES LLC (ELMHURST NY)
NY
09/10/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (EAST ELMHURST NY)
NY
05/08/2006 - 09/12/2008
E*TRADE SECURITIES LLC (GARDEN CITY NY)
NY
08/03/2005 - 11/17/2005
TRILLIUM TRADING LLC (NEW YORK NY)
IA
Issued 02/25/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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