Prreeti Khare (CRD# 6764502) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Boca Raton, FL and has over 6 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Oppenheimer & Company Inc. | Boca Raton, FL | Jan 2020 - Current | 4 |
Charles Schwab & Company, Inc. | Plantation, FL | Feb 2017 - Jan 2020 | 2 |
Charles Schwab Bank | Plantation, FL | Feb 2017 - Jan 2020 | 2 |
Randstad Stafffing | Plantation, FL | Jan 2017 - Feb 2017 | < 1 |
Not Working | Miramar, FL | Sep 2016 - Jan 2017 | < 1 |
Randstad Staffing Contracting | Plantation, FL | Jun 2016 - Sep 2016 | < 1 |
Not Working | Miramar, FL | Oct 2015 - Jun 2016 | < 1 |
Icici Bank Ltd | Pune, Maharashtra, | Jan 2011 - Oct 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2017 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- FL
- NY
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Total Assets Under Management27,451MILLIONS
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Total Number of Accounts34,493ACCOUNTS
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Average Account Value$795,850
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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