Unclaimed
Khalif Remeek Mink is a financial advisor in Malvern, PA. Khalif has been working in the financial services industry since 2021. Khalif is currently registered with TIAA-CREF Individual & Institutional Services, LLC and previously worked with J.P. MORGAN SECURITIES LLC. Khalif holds the Series 63, Series 66, Series 7TO, and SIE licenses. Khalif provides financial planning and portfolio management services to individuals and is also able to assist with selecting other financial advisors for clients.
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
PA
01/03/2025 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Philadelphia PA)
PA
01/19/2021 - 02/26/2022
J.P. MORGAN SECURITIES LLC (Norristown PA)
BOTH
Issued 06/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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