Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Momin? Claim Your ProfileMomin Khan is a financial advisor with over 16 years of experience in the industry. Momin is currently registered with Osaic FA, Inc. and holds Series 7, Series 63, and Series 66 licenses. Momin also holds the SIE exam. Previously, Momin worked at VALIC FINANCIAL ADVISORS, INC. and FIDELITY BROKERAGE SERVICES LLC. Momin is licensed in Florida, Maine, Massachusetts, New Hampshire, Oregon, South Carolina, Utah, and Vermont. Momin is also licensed to offer investment advisory services in New Hampshire. Momin's expertise includes providing retirement plan consulting services, financial planning, educational seminars, and selection of other advisors. Momin specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
NH
10/27/2023 - Present
Osaic FA, Inc. (SEABROOK NH)
NH
03/31/2009 - 11/15/2023
VALIC FINANCIAL ADVISORS, INC. (HAMPTON NH)
NH
03/26/2007 - 03/27/2009
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 07/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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