Unclaimed
Kevin J Khanna is a registered representative with Fifth Third Securities, Inc. Kevin is licensed to provide securities and investment advisory services in six states, including California, Connecticut, District of Columbia, Massachusetts, New York and Pennsylvania. Kevin is a Series 63, SIE and Series 79 licensed professional. Kevin's areas of expertise include financial planning, portfolio management, and selection of other advisors. Kevin J Khanna has been in the securities industry since November 12, 2017.
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.
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.
Sponsor wrap fee program
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.
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2
CA
11/13/2017 - Present
Fifth Third Securities, Inc. (LOS ANGELES CA)
BC
Issued 3/8/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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