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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salim? Claim Your ProfileSalim Mark Khanachet is a Vice President at Wainwright Investment Counsel LLC, an SEC-registered investment advisor. Salim is also registered with WFS, LLC, a wholly owned subsidiary of Wainwright. Salim has been in the industry since 2011. Salim is registered with the state of Massachusetts for both investment advisor and broker-dealer activities and is also registered with the states of Nebraska and New York as an investment advisor. Salim has passed the Series 63, Series 65, Series 7, and SIE exams. Wainwright Investment Counsel LLC provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, and pooled investment vehicles. Wainwright Investment Counsel LLC has approximately $4.95 billion in assets under management.
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.
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.
Bespoke advisory and consult, solicit fees
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Bespoke advisory and consulting services
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2
MA
04/17/2021 - Present
Wainwright Investment Counsel LLC (BOSTON MA)
NY
01/13/2010 - 01/30/2012
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
IA
Issued 7/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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