Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Khallada? Claim Your ProfileKhallada Simpson is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. She has over 8 years of experience in the financial services industry. Khallada is a Series 6, 7, 66, and SIE licensed representative with a background in education, technology, and food services. She is experienced in assisting clients with their financial planning needs and working with individuals, families, and businesses to develop personalized financial plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
11/20/2023 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
TN
10/01/2021 - 06/02/2022
EQUITABLE ADVISORS, LLC (FRANKLIN TN)
TN
06/01/2015 - 10/24/2017
MML DISTRIBUTORS, LLC (CORDOVA TN)
BOTH
Issued 05/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Khallada Simpson is the right advisor for you? Invested Better is here to help.
