Unclaimed
Kamil Rehman is a financial advisor with Edward Jones, a firm with over $824 billion in assets under management. Kamil has been in the industry since 1997 and has a wide range of experience. Kamil is registered with the state of California to provide both broker-dealer and investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
08/28/2023 - Present
Edward Jones (EL SEGUNDO CA)
CA
12/12/2014 - 09/26/2023
WOODBURY FINANCIAL SERVICES, INC. (SANTA MONICA CA)
CA
11/16/2010 - 01/28/2013
WELLS FARGO ADVISORS, LLC (BEVERLY HILLS CA)
NY
08/16/2005 - 11/07/2005
REFCO SECURITIES, LLC (NEW YORK NY)
NY
05/21/1999 - 08/03/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/29/1997 - 04/02/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/08/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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