Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Muhammad? Claim Your ProfileMuhammad Akmal Khan is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Muhammad Akmal has been in the industry since 2012 and is registered with FINRA and the state of Virginia. Muhammad Akmal is also registered as an Investment Advisor Representative in Texas. Muhammad Akmal has experience working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit sharing plans, and insurance companies. Muhammad Akmal specializes in portfolio management, financial planning, and investment advisory services. Muhammad Akmal is also licensed to sell a variety of financial products, including mutual funds, stocks, bonds, and options.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
VA
03/13/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LEESBURG VA)
VA
04/20/2021 - 11/18/2022
HSBC SECURITIES (USA) INC. (Tysons VA)
VA
10/01/2020 - 12/17/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEESBURG VA)
IA
Issued 06/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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