Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohammad? Claim Your ProfileMohammad A. Khan is a financial advisor who has been in the industry since 2002. Mohammad is currently registered with Morgan Stanley in Houston, Texas, and previously worked at J.P. Morgan Securities LLC and Chase Investment Services Corp. Mohammad has a wide range of experience in the financial industry, and has held several licenses and certifications. Mohammad is a Series 7, 6, and 63 licensed professional, and holds the Series 66 license.
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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
TX
09/12/2022 - Present
Morgan Stanley (Houston TX)
TX
10/01/2012 - 05/06/2022
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
05/31/2002 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BOTH
Issued 09/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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