Unclaimed
Kamil Khoury is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Morristown, NJ. Kamil has over 40 years of experience in the financial services industry. Kamil has a wide range of experience and holds several licenses and certifications including Series 6, 7, 52, 53 and 63. Kamil specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Kamil is also a registered principal with Stifel, Nicolaus & Company, Inc. Previously, Kamil worked at Ryan Beck & Co., Gruntal & Co., L.L.C., Herzfeld & Stern Inc., L. F. Rothschild, Unterberg, Towbin, and J. B. Hanauer & Co.
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.
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
NJ
04/24/2007 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NJ
04/29/2002 - 04/24/2007
RYAN BECK & CO. (ROSELAND NJ)
NY
07/16/1985 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NA
03/06/1984 - 07/19/1985
HERZFELD & STERN INC.
NA
06/07/1983 - 03/15/1984
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
NA
10/29/1980 - 06/13/1983
J. B. HANAUER & CO.
BC
Issued 11/30/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/18/1980
Series 52 - Municipal 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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