Unclaimed
Umair Khalid is a registered representative with Pacific Gate Advisors, LLC. Umair has been in the financial services industry since October 8, 2018 and holds the Series 63, Series 24, SIE, and Series 79 licenses. Umair is currently registered in Texas.
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.
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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2
TN
10/09/2018 - Present
Pacific Gate Advisors, LLC (Brentwood TN)
BC
Issued 04/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
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