Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yousef? Claim Your ProfileYousef Khan is a financial advisor with Bleakley Financial Group, LLC. Yousef has been in the financial industry since 2014 and is registered with FINRA and the state of New Jersey. Yousef specializes in financial planning, portfolio management, and pension consulting. Yousef has worked with Northwestern Mutual Investment Services, LLC and Private Advisor Group. Yousef is a Certified Financial Planner and holds the Series 6, 7, and 63 licenses. Yousef is committed to providing his clients with the highest level of service and personalized financial advice.
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.
Non-investment consulting/implementation 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.
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NJ
09/08/2023 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
TX
07/30/2014 - 09/16/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HOUSTON TX)
BC
Issued 08/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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