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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ghalib? Claim Your ProfileGhalib Abdulla Kanji is a financial advisor with over 27 years of experience in the industry. Ghalib has worked with a variety of firms including Morgan Stanley, Wells Fargo Advisors, LLC, and UBS Financial Services Inc. Ghalib is currently registered with Raymond James & Associates, Inc. and is licensed to offer securities and investment advisory services in several states. Ghalib specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, businesses, and retirement 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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CA
05/15/2024 - Present
Raymond James & Associates, Inc. (BEVERLY HILLS CA)
CA
12/14/2015 - 05/24/2024
MORGAN STANLEY (Los Angeles CA)
CA
02/08/2008 - 12/17/2015
WELLS FARGO ADVISORS, LLC (WOODLAND HILLS CA)
CA
04/02/2007 - 02/13/2008
MORGAN STANLEY & CO., INCORPORATED (BEVERLY HILLS CA)
CA
08/09/2004 - 04/02/2007
MORGAN STANLEY DW INC. (BEVERLY HILLS CA)
NJ
03/17/2000 - 08/20/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/20/1996 - 03/30/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
CA
02/16/1996 - 03/25/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 04/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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