Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alfred Khalil is a financial advisor with over 20 years of experience in the industry. Michael Khalil is currently registered with Oppenheimer & Co. Inc. and is licensed to conduct business in all 50 states and the District of Columbia. Prior to joining Oppenheimer, Michael Khalil was with Cantor Fitzgerald & Co., CIBC World Markets Corp. and Citigroup Global Markets Inc. Michael Khalil specializes in providing a wide range of financial services including portfolio management, financial planning, and investment advisory services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
04/07/2016 - Present
Oppenheimer & Co. Inc. (SARASOTA FL)
NY
05/04/2010 - 12/15/2015
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
05/06/2004 - 05/03/2010
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
06/18/1997 - 05/13/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 06/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2007
Series 3 - National Commodity Futures Examination
BC
Issued 06/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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