Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Asif Khan is a financial advisor in Dallas, TX. Leon currently works with Kingswood Capital Partners, LLC. Prior to joining Kingswood Capital Partners, LLC, Leon worked at CHARLES SCHWAB & CO., INC. and FIDELITY BROKERAGE SERVICES LLC. Leon has been a financial advisor for over six years and holds the Series 7, Series 63 and SIE licenses. Leon is registered with the state of 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.
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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TX
07/22/2021 - Present
Kingswood Capital Partners, LLC (Dallas TX)
TX
04/18/2018 - 07/08/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
04/06/2017 - 02/21/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 04/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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