Invested Better
Unclaimed

Unclaimed

Unclaimed

Mohammed Khalid

I-Bankers Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mohammed? Claim Your Profile

About Mohammed Khalid

Mohammed Khalid is a financial advisor with over 20 years of experience in the industry. Mohammed is currently registered with I-Bankers Securities, Inc. Mohammed has previously held positions at I-BANKERS DIRECT, LLC, WORDEN CAPITAL MANAGEMENT LLC, JOSEPH STONE CAPITAL L.L.C., AEGIS CAPITAL CORP., CAPE SECURITIES INC., C.K. COOPER & COMPANY, INC., EKN FINANCIAL SERVICES INC., ITRADEDIRECT.COM CORP, LIBERTY PARTNERS FINANCIAL SERVICES, LLC, AMERICA'S CHOICE EQUITIES LLC, J.P. TURNER & COMPANY, L.L.C., LH ROSS & COMPANY, INC., CONTINENTAL BROKER-DEALER CORP., GUNNALLEN FINANCIAL, INC, and SEABOARD SECURITIES, INC. Mohammed is licensed to sell securities in 20 states.

Firm Information

Mohammed Khalid is currently registered with I-Bankers Securities, Inc.. I-Bankers Securities, Inc. is a Corporation that was formed on June 6, 1996. It is approved to operate in all 50 states and the District of Columbia and has a registered office in Alabama.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mohammed Khalid’s Registration & Firm History

FL

02/06/2024 - Present

I-Bankers Securities, Inc. (Boca Raton FL)

FL

01/13/2021 - 06/11/2024

I-BANKERS DIRECT, LLC (Boca Raton FL)

NY

07/11/2017 - 01/31/2019

WORDEN CAPITAL MANAGEMENT LLC (Melville NY)

NY

05/08/2017 - 07/17/2017

JOSEPH STONE CAPITAL L.L.C. (HOLBROOK NY)

NY

02/20/2015 - 04/07/2017

AEGIS CAPITAL CORP. (NEW YORK NY)

NY

08/27/2013 - 12/31/2014

CAPE SECURITIES INC. (HOLBROOK NY)

NY

03/25/2013 - 07/01/2013

C.K. COOPER & COMPANY, INC. (MELVILLE NY)

NY

10/17/2012 - 03/26/2013

CAPE SECURITIES INC. (HOLBROOK NY)

NY

04/27/2010 - 10/11/2012

EKN FINANCIAL SERVICES INC. (MELVILLE NY)

NY

12/09/2009 - 05/04/2010

ITRADEDIRECT.COM CORP (FARMINGVILLE NY)

NY

10/16/2008 - 12/08/2009

LIBERTY PARTNERS FINANCIAL SERVICES, LLC (HOLBROOK NY)

NY

01/18/2008 - 10/09/2008

AMERICA'S CHOICE EQUITIES LLC (HAUPPAUGE NY)

NY

12/01/2004 - 02/15/2008

J.P. TURNER & COMPANY, L.L.C. (MEDFORD NY)

FL

01/09/2004 - 12/17/2004

LH ROSS & COMPANY, INC. (BOCA RATON FL)

NY

05/22/2003 - 01/21/2004

CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)

FL

02/05/2003 - 06/18/2003

GUNNALLEN FINANCIAL, INC (TAMPA FL)

FL

04/30/2002 - 07/01/2002

GUNNALLEN FINANCIAL, INC (TAMPA FL)

NJ

02/20/2001 - 05/20/2002

SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)

Not sure if Mohammed Khalid is right for you?

Licenses & Designations

BC

Issued 06/04/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Mohammed Khalid. Review regulatory record here.
Not sure if Mohammed Khalid is right for you?