Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Muhammad? Claim Your ProfileMuhammad Saeed Khalid is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Muhammad is registered with the state of Virginia and 52 other states as well as the District of Columbia, and Puerto Rico. Muhammad specializes in investment advisory services, including portfolio management for individuals and businesses. Muhammad is also registered as an Investment Advisor Representative (IAR) in Virginia, Maryland, and Texas. In addition to his financial services career, Muhammad also owns and operates Priority Hardware, an online eBay store selling accessories related to wire rope.
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
02/27/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (VIENNA VA)
BOTH
Issued 02/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/25/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2018
Series 7 - General Securities Representative 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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