Unclaimed
Taher Ali Gilani is a registered representative with Calton & Associates, Inc. in Tampa, Florida. Taher has been in the industry since January 8, 1994. Taher is registered with the following states: California, Florida, Georgia, Kansas, Louisiana, Missouri, Nevada, Puerto Rico, and Texas. Taher offers a wide range of services including financial planning, pension consulting, selection of other advisors, and portfolio management for both businesses and individuals.
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
01/03/2012 - Present
Calton & Associates, Inc. (TAMPA FL)
TX
12/08/2008 - 12/31/2011
CHOICE INVESTMENTS, INC. (AUSTIN TX)
TX
09/13/2002 - 12/23/2008
EMPIRE FINANCIAL GROUP, INC. (FLOWER MOUND TX)
TX
01/23/2001 - 09/04/2002
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
TX
05/06/1998 - 03/09/2001
NORTHSTAR SECURITIES, INC. (DALLAS TX)
GA
09/30/1993 - 02/03/1998
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2007
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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