Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malik? Claim Your ProfileMalik Jawad Khaliq is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Malik has been in the industry since April 1998 and has held several positions, including roles at Brenton Investments, Inc. and Wells Fargo Advisors LLC. Malik is licensed to provide investment advice in several states, including Florida, Illinois, Iowa, and Texas. Malik is also a registered representative and holds the Series 7 and Series 63 licenses. Malik has extensive experience in providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Malik is also experienced in financial planning, portfolio management, and investment consulting.
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
IA
03/04/2021 - Present
Wells Fargo Clearing Services, LLC (DAVENPORT IA)
IA
04/05/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DAVENPORT IA)
MN
09/03/1998 - 11/30/2001
BRENTON INVESTMENTS, INC. (PLYMOUTH MN)
IA
04/15/1998 - 10/16/1998
BEYER & COMPANY (DAVENPORT IA)
IA
Issued 10/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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