Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fadi? Claim Your ProfileFadi Khoury is a financial advisor with Avantax Advisory Services in DALLAS, TX. Fadi Khoury has been in the financial industry since 2012 and has experience with both brokerage and investment advisory services. Fadi Khoury is registered with FINRA and is also licensed in several states. Fadi Khoury provides financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. Fadi Khoury is also a member of Khoury Wealth Management Group, LLC, and Property Care, LLC.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
06/27/2024 - Present
Avantax Advisory Services (DALLAS TX)
MA
02/20/2015 - 10/04/2022
CITIZENS SECURITIES, INC. (SOMERVILLE MA)
MA
02/24/2014 - 02/13/2015
NATIONAL PLANNING CORPORATION (WOBURN MA)
ME
06/29/2012 - 02/07/2014
RICHARD BROTHERS FINANCIAL ADVISORS (SOUTH PORTLAND ME)
BOTH
Issued 12/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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