Unclaimed
Manish Kumar Khatta is an Investment Advisor Representative with Potomac Fund Management, Inc. Manish Khatta is registered in Florida and Maryland. Manish Khatta has been working in the financial services industry since January 2002. Manish Khatta's primary firm location is in Miami, Florida. Manish Khatta holds a Series 65 license, which means that Manish Khatta is qualified to provide investment advice to individuals and institutions.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
07/26/2002 - Present
Potomac Fund Management (MIAMI FL)
IA
Issued 06/27/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Manish Khatta is the right advisor for you? Invested Better is here to help.