Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Khaled? Claim Your ProfileKhaled Nada is a financial advisor with over 7 years of experience in the financial services industry. Khaled is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in California and Texas. Khaled has a wide range of experience, including previous roles with Raymond James Financial Services, Inc., Dunham & Associates Investment Counsel, Inc. and Bank of America/Merrill Lynch, Pierce, Fenner & Smith Inc. Khaled holds a Series 66, Series 7, Series 9 and Series 10 licenses. Khaled specializes in providing financial advice to individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, high-net-worth individuals, and insurance companies.
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
CA
04/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWPORT BEACH CA)
CA
10/26/2021 - 02/27/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (San Diego CA)
CA
04/08/2021 - 10/05/2021
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
CA
04/01/2016 - 07/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARLSBAD CA)
BOTH
Issued 05/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/15/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2016
Series 7 - General Securities Representative 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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