Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laith? Claim Your ProfileLaith Khalaf is an investment advisor representative with Wells Fargo Clearing Services, LLC and has been in the industry since May 22, 2000. Laith is registered in 27 states as a broker and 3 states as an investment advisor. Laith has Series 7, 31, and 63 licenses and has passed the SIE exam. Laith holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Laith has prior experience at UBS Financial Services Inc., Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.
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.
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.
Investment consulting services to institutional clients
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
OH
10/26/2018 - Present
Wells Fargo Clearing Services, LLC (DUBLIN OH)
OH
10/24/2008 - 11/07/2018
UBS FINANCIAL SERVICES INC. (COLUMBUS OH)
OH
04/02/2007 - 10/28/2008
MORGAN STANLEY & CO. INCORPORATED (DUBLIN OH)
OH
05/23/2000 - 04/02/2007
MORGAN STANLEY DW INC. (DUBLIN OH)
BC
Issued 01/30/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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