Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Khaski is an investment advisor representative associated with Maxim Financial Advisors LLC, located in New York, NY. Jimmy Khaski has been active in the financial services industry since February 2023. Jimmy Khaski has passed the Series 7TO, Series 63, and Series 66 exams. Jimmy Khaski's areas of specialization include portfolio management for businesses, portfolio management for individuals and selection of other advisors.
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.
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.
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.
1
2
NY
04/02/2024 - Present
Maxim Financial Advisors LLC (NEW YORK NY)
NY
02/27/2023 - 04/02/2024
PHX FINANCIAL, INC. (NEW YORK NY)
BOTH
Issued 03/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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