Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Prreeti? Claim Your ProfilePrreeti Khare is a registered investment advisor representative with Oppenheimer & Co. Inc., holding licenses in Florida and New York. Prreeti has been in the financial industry since 2017 and holds the Series 7, 9, 10, 63, 66, and SIE licenses. Prreeti also holds the Series 99TO license. Prreeti has previously worked for Charles Schwab & Co., Inc. in Plantation, FL. Prreeti has worked in the financial industry for over 6 years and has experience with a variety of financial products and services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
11/05/2021 - Present
Oppenheimer & Co. Inc. (BOCA RATON FL)
FL
06/19/2017 - 01/21/2020
CHARLES SCHWAB & CO., INC. (Plantation FL)
BOTH
Issued 08/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/05/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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