Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mona? Claim Your ProfileMona Filat Khairi is a financial advisor with Independent Advisor Alliance, LLC. Mona has been in the financial services industry for over 30 years. Mona has experience in a variety of financial services areas, including investment advisory, financial planning, pension consulting, and portfolio management. Mona works with a wide range of clients, including individuals, families, businesses, and non-profit organizations. Mona is committed to providing her clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
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2
AR
09/30/2022 - Present
Independent Advisor Alliance, LLC (LITTLE ROCK AR)
AR
06/01/2009 - 02/06/2013
MORGAN STANLEY (LITTLE ROCK AR)
AR
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LITTLE ROCK AR)
AR
03/20/1999 - 04/02/2007
MORGAN STANLEY DW INC. (LITTLE ROCK AR)
MA
01/01/1998 - 01/14/1999
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
10/15/1997 - 01/01/1998
NATIONSSECURITIES
AR
02/02/1993 - 10/15/1997
BOATMEN'S INVESTMENT SERVICES OF ARKANSAS, INC. (LITTLE ROCK AR)
MO
06/17/1996 - 12/31/1996
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MN
12/11/1991 - 03/24/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/11/1991 - 03/24/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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