Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mahtab? Claim Your ProfileMahtab R. Khan is a financial advisor with over 20 years of experience in the financial services industry. Mahtab is currently registered with Lincoln Financial Distributors, Inc. and has previously worked with CUNA Brokerage Services, Inc., Transamerica Capital, Inc., Federated Securities Corp., and Edward Jones. Mahtab holds Series 7, 24, 63, and 66 licenses as well as the SIE exam. Mahtab specializes in providing financial advice to clients in the Pennsylvania, Tennessee, and Iowa areas.
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.
1
2
PA
07/12/2022 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
IA
11/01/2017 - 07/13/2022
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
TN
07/16/2014 - 12/21/2016
TRANSAMERICA CAPITAL, INC. (Franklin TN)
PA
01/04/2006 - 08/05/2014
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
TN
12/04/2001 - 01/05/2006
EDWARD JONES (LEBANON TN)
BOTH
Issued 05/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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