Unclaimed
Wazier Mohamed Khan is a financial professional with over 25 years of experience in the industry. Wazier Khan is currently registered with J.P. Morgan Securities LLC and has been with the firm since September 2013. Prior to joining J.P. Morgan Securities LLC, Wazier Khan was employed at Park Avenue Securities LLC, Ameritas Investment Corp. and other firms. Wazier Khan is registered in 21 states and holds several industry licenses, including the Series 6, Series 63 and SIE exams. Wazier Khan specializes in financial planning, portfolio management and investment strategies.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/09/2013 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
08/05/2009 - 08/14/2013
PARK AVENUE SECURITIES LLC (REGO PARK NY)
NY
01/07/2008 - 07/21/2009
AMERITAS INVESTMENT CORP. (NEW HYDE PARK NY)
NY
06/17/2005 - 10/31/2007
PARK AVENUE SECURITIES LLC (NEW HYDE PARK NY)
MA
01/28/2003 - 06/16/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
12/18/2001 - 01/24/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/18/2001 - 01/24/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
03/18/1996 - 09/20/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 06/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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