Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nadir? Claim Your ProfileNadir Khalid is a financial advisor at Truist Advisory Services, Inc. Nadir has over 20 years of experience in the financial services industry and is registered to provide investment advice in 53 states and the District of Columbia. Nadir holds the Series 6, 7, 63, 65 and 66 securities licenses and is a registered representative with FINRA. Nadir's areas of specialization include retirement planning, college savings, estate planning and insurance. Nadir is also a co-owner of DOC & DOC LLC, a real estate investment company.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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NC
04/14/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
10/23/2019 - 03/25/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
07/17/2014 - 07/29/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
02/27/2014 - 06/26/2014
METLIFE SECURITIES INC. (CHARLOTTE NC)
NC
02/27/2014 - 06/26/2014
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NC
01/10/2014 - 06/26/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NJ
01/30/2013 - 11/29/2013
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NC
12/04/2002 - 01/25/2013
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
PA
07/10/2001 - 01/04/2002
DIRECTED SERVICES, INC. (WEST CHESTER PA)
BOTH
Issued 12/03/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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