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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Miles Khatri is an active Investment Advisor Representative in New Jersey, associated with Seelaus Asset Management, LLC. Andrew has been in the industry for over 15 years and holds multiple licenses, including Series 6, 7, 63 and 65. Andrew has experience working with a variety of clients, including high-net-worth individuals, corporations and other businesses, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans.
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.
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.
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.
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NJ
08/09/2024 - Present
Seelaus Asset Management, LLC (CHATHAM NJ)
NJ
04/19/2011 - 06/15/2021
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NY
03/16/2009 - 03/22/2011
MARKETAXESS CORPORATION (NEW YORK NY)
NY
06/07/2007 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/20/2002 - 10/30/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 08/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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