Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Khalila-taji? Claim Your ProfileKhalila-taji Brokos is a registered representative with LPL Financial LLC and has been in the industry since 2017. Khalila-taji Brokos is registered to provide securities advice in 52 states and the District of Columbia. Khalila-taji Brokos also has an active investment advisor registration in 4 states. Khalila-taji Brokos previously worked at M&T Securities, Inc. and Securities Service Network, Inc. Khalila-taji Brokos has passed the SIE, Series 7, Series 63 and Series 66 exams. Khalila-taji Brokos provides financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.
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.
Consulting and other non-discretionary advisory services
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
06/27/2022 - Present
LPL Financial LLC (COLUMBIA MD)
NY
10/16/2017 - 06/09/2021
M&T SECURITIES, INC. (BUFFALO NY)
MD
09/18/2017 - 10/16/2017
SECURITIES SERVICE NETWORK, INC. (GAITHERSBURG MD)
BOTH
Issued 11/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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