Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Waleed? Claim Your ProfileWaleed Khan is a financial advisor at Cuso Financial Services, LP. Waleed has been in the financial industry since August 2013 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Waleed is currently licensed in Texas and has previously held licenses in Colorado, Florida, Georgia, Maryland, Virginia, and Washington. Waleed has experience providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for 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.
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.
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.
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2
TX
02/25/2021 - Present
Cuso Financial Services, LP (San Antonio TX)
TX
08/24/2020 - 02/22/2021
BBVA SECURITIES INC. (SAN ANTONIO TX)
TX
08/29/2016 - 07/23/2020
NAVY FEDERAL BROKERAGE SERVICES, LLC (San Antonio TX)
TX
01/28/2016 - 08/17/2016
MORGAN STANLEY (SAN ANTONIO TX)
TX
05/27/2013 - 12/21/2015
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
IA
Issued 02/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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