Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Muhammed? Claim Your ProfileMuhammed Kaleel is an investment advisor representative registered with Kaleel Investment Advisors, LLC. Muhammed has been in the securities industry since November 7, 1971. The advisor's firm is registered in 1 state and has 15 offices nationwide. The firm also provides financial planning, pension consulting and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
04/27/2004 - Present
Kaleel Investment Advisors, LLC (BOSTON MA)
NA
11/08/1971 - 07/26/1978
EQUITY SERVICES, INC.
BC
Issued 05/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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