Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Khelan? Claim Your ProfileKhelan Suresh Dattani is a securities professional with over 20 years of experience in the financial services industry. Khelan is currently registered with Capstone Partners in Boston, Massachusetts. Khelan holds the Series 7, Series 24, Series 63, and Series 79TO licenses. Previously, Khelan was employed by Compass Point Research & Trading, LLC, and FBR Capital Markets & CO.
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.
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.
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2
MA
07/27/2018 - Present
Capstone Partners (BOSTON MA)
DC
05/02/2014 - 06/30/2017
COMPASS POINT RESEARCH & TRADING, LLC (WASHINGTON DC)
VA
04/29/2003 - 05/02/2014
FBR CAPITAL MARKETS & CO. (ARLINGTON VA)
BC
Issued 05/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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