Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Khai? Claim Your ProfileKhai Atkinson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Hunt Valley, Maryland. Khai has been in the securities industry since August 2021. Khai holds licenses in multiple states, including Maryland and Texas. Khai is also registered as an Investment Advisor Representative in Maryland and Texas. Khai has passed the Series 7TO, Series 9, Series 10, and Series 66 exams. Khai has experience in the financial services industry and has worked in a variety of roles, including as a Site Services Specialist, a server, a Legal Assistant, and a Student Aide. Khai is a graduate of Community College of Baltimore County. Khai provides services to various client types, including individuals, high-net-worth individuals, corporations, trusts, pension funds, and charitable organizations. Khai offers financial planning services, portfolio management, and retirement planning 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MD
10/14/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNT VALLEY MD)
BOTH
Issued 10/1/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/2/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 7/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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