Mahtab R. Khan
Professional summary
Mahtab R Khan, who also goes by Matt Khan, Mahtab R Khan, is a registered financial professional currently at LINCOLN FINANCIAL DISTRIBUTORS, INC. located in Radnor, Pennsylvania.
Mahtab is registered as a RR (Registered Representative) and started their career in finance in 2001. Mahtab has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Mahtab R Khan's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 12, 2022 - Present
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Office #1: 130 N Radnor-chester Rd, Radnor, PA 19087November 8, 2017 - July 13, 2022
CUNA BROKERAGE SERVICES, INC.
November 1, 2017 - July 13, 2022
CUNA BROKERAGE SERVICES, INC.
May 8, 2017 - October 25, 2017
PARTNERVEST ADVISORY SERVICES LLC
July 16, 2014 - December 21, 2016
TRANSAMERICA CAPITAL, LLC
September 9, 2011 - August 5, 2014
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.
May 12, 2010 - August 5, 2014
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC
November 11, 2009 - August 5, 2014
FEDERATED SECURITIES CORP.
January 24, 2006 - August 5, 2014
FEDERATED INVESTMENT COUNSELING
January 4, 2006 - August 5, 2014
FEDERATED SECURITIES CORP.
December 4, 2001 - January 5, 2006
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/12/2022)
Exams
FINRA
Current Firm
LINCOLN FINANCIAL DISTRIBUTORS, INC.
CRD#: 145 / SEC#: , 8-13431
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | SHAREHOLDER | |
| CHRYSSIKOS, PAUL TELEMAC | SENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER | 7263748 |
| FALLER, DANIEL T | SENIOR VICE PRESIDENT, HEAD OF LFD FINANCE | 6006570 |
| GIBSON, JASON MICHAEL | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION | 3081880 |
| KENNEDY, JOHN CHRISTOPHER | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2213083 |
| NEPA, JARED M. | SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION | 5157819 |
| OMORUYI, MEGAN VOGT | AVP, FINANCIAL AND OPERATIONS PRINCIPAL | 7803022 |
| SEIFERT, TIMOTHY JOHN | SENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION | 1577571 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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