Unclaimed
Salim Khanachet is a Vice President at Wainwright Investment Counsel LLC, an SEC registered investment advisor, and has been with the firm since May 2013. Salim is also a member of the Alumni Counsel Executive Committee for the Buckingham Browne and Nichols School and co-author and co-owner of a screenplay. Salim is registered with the state of Massachusetts as an investment advisor representative and is also registered as an investment advisor representative in Nebraska and New York. Salim is also registered as a securities representative in Massachusetts. Salim has been in the financial services industry since 2011. Wainwright Investment Counsel LLC provides investment advisory services to individuals, families, corporations, charitable organizations, state and municipal governments, and pooled investment vehicles. Wainwright Investment Counsel LLC has approximately $4.9 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
1
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 07/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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