Khawaja Tariq (CRD# 7125209) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eatontown, NJ and has over 2 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Bradley Beach, NJ | Mar 2022 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bradley Beach, NJ | Nov 2021 - Current | 2 |
| Bank Of America, N.a. | Somerville, NJ | Dec 2020 - Nov 2021 | < 1 |
| Bank Of America, N.a. | Morristown, NJ | Nov 2019 - Dec 2020 | 1 |
| Bank Of America, N.a. | South Iselin, NJ | May 2019 - Oct 2019 | < 1 |
| Td Bank Na | South Plainfield, NJ | Feb 2017 - May 2019 | 2 |
| Bcb Community Bank | Edison, NJ | Jun 2016 - Feb 2017 | < 1 |
| Unemployed | Edison, NJ | Apr 2016 - May 2016 | < 1 |
| Pnc Bank` | Somerset, NJ | Feb 2016 - Mar 2016 | < 1 |
| Unemployed | Edison, NJ | Nov 2015 - Dec 2015 | < 1 |
| Jp Morgan Chase | Edison, NJ | Dec 2014 - Oct 2015 | < 1 |
| Macy's | Edison, NJ | Sep 2014 - Nov 2014 | < 1 |
| Unemployed | Lahore/edison, NJ | Jul 2014 - Sep 2014 | < 1 |
| Allied Bank | Lahore City, Punjab Province, | Mar 2011 - Jul 2014 | 3 |
| Lake City Gohar Ejaz Group | Lahore, | May 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- NJ
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.