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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daanish? Claim Your ProfileDaanish J Khan is an active investment advisor representative with Morgan Stanley. Daanish Khan has been working in the securities industry since 2006 and holds Series 63, 65, 7, and SIE licenses. Daanish Khan has held previous roles at UOB Kay Hian (U.S.) INC., Ladenburg Thalmann & Co. Inc., PRUCO SECURITIES, LLC., R. SEELAUS & CO.,INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Daanish Khan has experience in the securities industry, including investment advisory services, asset allocation advice, financial planning, and portfolio management for businesses, individuals, and investment companies. Daanish Khan is also registered as an investment advisor representative in 52 states and the District of Columbia.
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
07/16/2024 - Present
Morgan Stanley (New York NY)
NJ
11/04/2014 - 03/10/2016
UOB KAY HIAN (U.S.) INC. (Maplewood NJ)
NY
08/28/2013 - 10/28/2014
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
NJ
06/14/2010 - 07/29/2013
PRUCO SECURITIES, LLC. (ISELIN NJ)
NJ
04/17/2008 - 01/05/2009
R. SEELAUS & CO.,INC. (CHATHAM NJ)
NY
10/10/2006 - 03/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2006
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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