Nailah Khan

Financial Advisor at Edward Jones

Role
Financial Advisor at Edward Jones
Location
Long Beach, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Nailah Khan

As a financial advisor with Edward Jones, I partner with a select of Individuals, families, and businesses in Long Beach and across the country to help them reach their financial goals. I want to understand what is most important to my clients, and use our established process to build personalized strategies to help clients reach their goals and then partner with them throughout their lives to stay on instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Jan 2019 — Present · Long Beach, CA, US

Skills

  • Series 63
  • Fixed Annuities
  • Asset Allocation
  • Banking
  • Mutual Funds
  • Retirement Planning
  • Series 66 Licensed
  • Trading
  • Financial Analysis
  • Equities
  • Financial Planning
  • Asset Management
  • Series 7
  • Series 6
  • Insurance
  • Wealth Management
  • Financial Services
  • Retirement
  • Strategic Financial Planning
  • Business Analysis
  • Portfolio Management
  • Customer Service
  • Investments
  • Securities Regulation
  • Securities

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