Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Moiz? Claim Your ProfileMoiz J. Kharodawala is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Moiz has been in the financial industry since May 13, 2014. Moiz holds Series 6, 7, 63 and 65 licenses and is registered with the state of Michigan. Cambridge Investment Research Advisors, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a large amount of assets under management. Cambridge Investment Research Advisors, Inc. provides advisory services such as financial planning, pension consulting, educational seminars, and market timing 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
06/02/2017 - Present
Cambridge Investment Research Advisors, Inc. (Troy MI)
IA
Issued 10/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Moiz Kharodawala is the right advisor for you? Invested Better is here to help.
