Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monir? Claim Your ProfileMonir Maher Khaled is a financial advisor with over 20 years of experience in the industry. Monir is currently registered with Alps Distributors, Inc. and is licensed in 17 states. Monir has a strong track record of success in providing financial advice to individuals and families.
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.
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.
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2
NJ
11/11/2020 - Present
Alps Distributors, Inc. (BERNARDSVILLE NJ)
FL
07/15/2008 - 11/05/2019
CARILLON FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
VA
08/19/2005 - 02/27/2008
AFBA FIVE STAR SECURITIES COMPANY (ALEXANDRIA VA)
NC
09/19/2001 - 07/06/2005
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
10/12/1998 - 05/30/2001
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NC
10/17/1997 - 10/14/1998
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BC
Issued 11/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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