Khalid Y. Beidas
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Khalid Yaser Beidas, who also goes by Cal Yaser Beidas, Cal Beidas, Khalid Beidas, was a registered financial professional .
Khalid is a previously registered financial professional and started their career in finance in 2010. Khalid had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 3, 2012 - November 12, 2014
SPECTRUM FINANCIAL RESOURCES
August 1, 2012 - November 4, 2014
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
May 10, 2012 - August 1, 2012
BEIDAS CAPITAL WEALTH MANAGEMENT, INC
January 5, 2011 - February 27, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 22, 2010 - February 27, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
SPECTRUM FINANCIAL RESOURCES
CRD#: 127453 / SEC#: 801-126271
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SPECTRUM FINANCIAL RESOURCES
CRD#: 127453 / SEC#: 801-126271
Contact information
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,188 |
| AUM (Assets Under Management) | $ 206,606,422 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
