Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Khaleel? Claim Your ProfileKhaleel Ali is a financial professional with over 10 years of experience in the industry. Khaleel is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has previously been associated with several other firms including Wells Fargo Funds Distributor, LLC, Charles Schwab & Co., Inc., Lincoln Financial Distributors, Inc., NatCity Investments, Inc., and Chase Investment Services Corp. Khaleel Ali holds several licenses, including Series 6, 7, 26, and 63.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
WI
04/09/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (BROOKFIELD WI)
NC
10/03/2017 - 01/14/2020
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
AZ
02/15/2013 - 09/21/2017
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
WI
05/02/2012 - 01/29/2013
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
IN
08/13/2008 - 05/13/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
09/19/2007 - 07/22/2008
NATCITY INVESTMENTS, INC. (FORT WAYNE IN)
IN
03/16/2006 - 09/14/2007
CHASE INVESTMENT SERVICES CORP. (FORT WAYNE IN)
BC
Issued 05/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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