Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saher? Claim Your ProfileSaher Khan is a financial professional with over 8 years of experience in the financial services industry. Saher has held positions at various firms including Truist Investment Services, Inc. and State Farm VP Management Corp. Currently, Saher is registered with Charles Schwab & CO., Inc. Saher is licensed to provide financial advice in California and Florida. Saher has a Series 6, 7, 63, and 65 license. Saher's professional experience includes providing financial planning, portfolio management, and other advisory services to individuals and businesses.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
11/21/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
FL
08/16/2016 - 09/14/2022
TRUIST INVESTMENT SERVICES, INC. (ORLANDO FL)
IL
04/04/2016 - 07/21/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NJ
06/09/2015 - 01/20/2016
SANTANDER SECURITIES LLC (DOVER NJ)
PA
04/02/2014 - 06/01/2015
CITIZENS SECURITIES, INC. (STROUDSBURG PA)
NJ
10/29/2013 - 03/03/2014
SANTANDER SECURITIES LLC (MORRIS PLAINS NJ)
IA
Issued 08/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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