Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Najib? Claim Your ProfileNajib Ali Khan has been in the financial industry since May 28, 2013. Najib Ali Khan is currently registered with Cetera Investment Advisers LLC in Virginia. Najib Ali Khan has passed the Series 6, 7, 63 and 65 exams. Najib Ali Khan was previously registered with PNC INVESTMENTS and CUSO FINANCIAL SERVICES, L.P.. Najib Ali Khan has experience working with individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations.
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.
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.
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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VA
09/09/2015 - Present
Cetera Investment Advisers LLC (NEW PORT NEWS VA)
VA
07/02/2014 - 08/24/2015
PNC INVESTMENTS (CHESAPEAKE VA)
VA
05/14/2013 - 07/11/2014
CUSO FINANCIAL SERVICES, L.P. (CHESAPEAKE VA)
IA
Issued 12/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/3/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 5/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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