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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nasimul? Claim Your ProfileNasimul Khan is a financial advisor registered with The Mather Group, LLC. Nasimul has been in the financial services industry since 2013. Nasimul has Series 6, 7, 31 and 63 registrations. He is also a Certified Financial Planner. Nasimul has been employed with Fidelity Brokerage Services LLC, AllianceBernstein Investments, Inc., Mercer Global Advisors Inc., and The Mather Group, LLC. Nasimul has experience with a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. The Mather Group, LLC is a registered investment advisor with headquarters in Chicago, Illinois. They offer a variety of services, including financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of total net worth
1
2
IL
12/05/2024 - Present
THE Mather Group, LLC (CHICAGO IL)
CO
02/06/2019 - 10/24/2019
SANFORD C. BERNSTEIN & CO., LLC (DENVER CO)
TN
11/30/2018 - 10/24/2019
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
CO
08/14/2015 - 09/17/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
04/27/2015 - 07/15/2015
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BOTH
Issued 03/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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