Unclaimed
Waheeb E. Ghantous is a financial advisor registered with LPL Enterprise, LLC, located in Peoria, Illinois. Waheeb has been in the industry since July 14, 1986, and has a wide range of experience with both individual and business clients. Waheeb holds various licenses and certifications including Series 6, 7, 63 and 65 licenses. Waheeb offers a variety of financial services to his clients, including financial planning, portfolio management, educational seminars, and consulting. The focus of Waheeb's practice is helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
IL
11/14/2024 - Present
LPL Enterprise, LLC (PEORIA IL)
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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