Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maryan? Claim Your ProfileMaryan Khalil is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Maryan has been in the industry since 2019. Maryan holds the Series 7TO, SIE, and Series 6 securities licenses. Maryan also holds the Series 63 and Series 65 licenses. Maryan previously worked at MONEY CONCEPTS CAPITAL CORP and BMO HARRIS FINANCIAL ADVISORS, INC.
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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2
IL
02/05/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OAK BROOK IL)
IL
02/23/2021 - 06/09/2023
MONEY CONCEPTS CAPITAL CORP (LIBERTYVILLE IL)
IL
07/05/2018 - 02/11/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (HOFFMAN ESTATES IL)
IA
Issued 04/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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