Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Khalil? Claim Your ProfileKhalil Curi Hanna is a registered investment advisor representative with UBS Financial Services Inc.. Khalil has been working in the financial services industry since 1991. Prior to joining UBS Financial Services Inc., Khalil was with MORGAN STANLEY in Palo Alto, CA. Khalil is registered to provide investment advice in California and Texas.
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.
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.
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.
See schedule d - miscellaneous
1
2
CA
02/06/2013 - Present
UBS Financial Services Inc. (SAN FRANCISCO CA)
CA
06/01/2009 - 11/19/2012
MORGAN STANLEY (PALO ALTO CA)
CA
12/09/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)
NJ
07/25/1995 - 12/21/1998
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
NY
10/13/1994 - 04/28/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/01/1994 - 10/14/1994
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
10/18/1991 - 05/13/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NJ
08/16/1989 - 09/03/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/16/1989 - 09/03/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 06/10/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/16/1991
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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