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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maryam? Claim Your ProfileMaryam Jameela Khayali is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA. Maryam has been a registered financial advisor since 1999 and has experience in providing financial planning, consulting services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Maryam has also been a registered representative with Edward Jones and Sanders Morris Harris Inc. in the past.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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2
CA
05/03/2022 - Present
Beacon Pointe Advisors, LLC (IRVINE CA)
CA
03/23/2015 - 12/03/2015
EDWARD JONES (IRVINE CA)
CA
07/15/2014 - 03/24/2015
SANDERS MORRIS HARRIS INC. (COSTA MESA CA)
CA
07/18/2007 - 07/15/2014
COMERICA SECURITIES (COSTA MESA CA)
CA
08/09/2006 - 07/03/2007
WM FINANCIAL SERVICES, INC. (ANAHEIM HILLS CA)
CA
03/21/2000 - 05/02/2006
WM FINANCIAL SERVICES, INC. (FULLERTON CA)
NJ
01/11/1999 - 01/27/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
11/10/1998 - 12/03/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 06/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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