Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lystra? Claim Your ProfileLystra Khan is a financial advisor with over 30 years of experience in the industry. Lystra is currently registered with Wells Fargo Advisors Financial Network, LLC in Manchester by the Sea, MA. Previously, Lystra was affiliated with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Lystra provides investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors.
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.
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MA
08/08/2024 - Present
Wells Fargo Advisors Financial Network, LLC (MANCHESTER BY THE SEA MA)
MA
10/04/2013 - 08/08/2024
WELLS FARGO CLEARING SERVICES, LLC (MANCHESTER BY THE SEA MA)
MA
06/01/2009 - 10/15/2013
MORGAN STANLEY (MANCHESTER BY THE SEA MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MANCHESTER BY THE SEA MA)
MA
01/14/2005 - 04/02/2007
MORGAN STANLEY DW INC. (MANCHESTER BY THE SEA MA)
NJ
04/02/1996 - 02/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/08/1994 - 02/02/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
10/21/1991 - 09/23/1994
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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