Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Farah? Claim Your ProfileFarah Rahim Khalfan is a registered investment advisor representative associated with Tiaa-Cref Individual & Institutional Services, LLC. Farah has been in the financial services industry since October 2016. Farah Khalfan is registered with Financial Industry Regulatory Authority (FINRA) and is licensed in 51 states. Farah Khalfan has a Series 6, Series 7, Series 63, and Series 66.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
11/10/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
09/30/2016 - 09/04/2020
J.P. MORGAN SECURITIES LLC (IRVING TX)
BOTH
Issued 11/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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