Unclaimed
Akash Khanna is a registered representative with Bofa Securities, Inc. based in Charlotte, North Carolina. Akash has over 12 years of experience in the financial services industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chicago, Illinois. Akash specializes in providing research-related services.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NC
05/10/2019 - Present
Bofa Securities, Inc. (CHARLOTTE NC)
IL
11/01/2010 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
MA
05/20/2010 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (BOSTON MA)
BC
Issued 07/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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