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Tariq Ahmad Khan

Wealthcare Financial Group, Inc.

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About Tariq Ahmad Khan

Tariq Ahmad Khan is an Investment Advisor Representative at Wealthcare Financial Group, Inc., with over 6 years of experience in the financial services industry. Tariq has experience with various financial institutions including MML Investors Services, LLC, MSI Financial Services, Inc., and New England Securities. Tariq is also a registered representative in the state of Maryland, holding Series 66 and Series 7 licenses. At Wealthcare Financial Group, Inc. Tariq specializes in providing financial planning and portfolio management services to individuals and pension and profit-sharing plans.

Firm Information

Tariq Khan is currently registered with Wealthcare Financial Group, Inc.. Wealthcare Financial Group, Inc. is a financial advisory firm that provides financial planning and portfolio management services to individuals, pension and profit-sharing plans. The firm currently manages $23.7 million in assets for 229 clients.

$23.72M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tariq Khan’s Registration & Firm History

MD

01/11/2023 - Present

Wealthcare Financial Group, Inc. (Bethesda MD)

MD

03/25/2017 - 12/11/2018

MML INVESTORS SERVICES, LLC (ROCKVILLE MD)

MD

01/02/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (ROCKVILLE MD)

MD

01/24/2014 - 01/02/2015

NEW ENGLAND SECURITIES (ROCKVILLE MD)

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Licenses & Designations

BOTH

Issued 04/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tariq Ahmad Khan.
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