Khaled A. Yatim
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.
Khaled Amirhassan Yatim, who also goes by Khaled Yatim, was a registered financial professional .
Khaled is a previously registered financial professional and started their career in finance in 2011. Khaled had worked at 2 firms and has passed the Series 65, Series 63 and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 6, 2016 - March 22, 2019
MAGNOLIA CAPITAL GROUP
November 11, 2011 - January 9, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Exams
Current Firm
MAGNOLIA CAPITAL GROUP
CRD#: 281926 / SEC#:
Contact information
Red Flags
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