Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kamal? Claim Your ProfileKamal Malhis is a financial advisor with Ameriprise Financial Services, LLC, with over 10 years of experience in the financial services industry. Kamal has a strong background in securities and investment advisory services, having previously worked at Citigroup Global Markets Inc. and Oppenheimer & Co. Inc. Kamal specializes in providing a range of services to individuals and families, including financial planning, asset allocation, and portfolio management. He is committed to helping clients achieve their financial goals by providing personalized advice and guidance.
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.
Asset allocation services
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.
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VA
03/18/2019 - Present
Ameriprise Financial Services, LLC (Vienna VA)
DC
10/18/2016 - 03/13/2019
CITIGROUP GLOBAL MARKETS INC. (Washington DC)
DC
07/01/2013 - 10/18/2016
OPPENHEIMER & CO. INC. (WASHINGTON DC)
VA
09/01/2010 - 06/18/2013
EDWARD JONES (FREDERICKSBURG VA)
BOTH
Issued 09/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/03/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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