Unclaimed Profile

Mahtab R Khan

PARTNERVEST ADVISORY SERVICES LLC·SANTA BARBARA, California

SIE, Series 7, Series 24, Series 63, Series 66Clean record20 years registeredPARTNERVEST ADVISORY SERVICES LLC

1216 STATE STREET, SANTA BARBARA, CA 93101CRD# 4458459Firm CRD# 113621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mahtab R Khan · SANTA BARBARA, CA

Registration

CRD #4458459 · PARTNERVEST ADVISORY SERVICES LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARTNERVEST ADVISORY SERVICES LLC

CUNA BROKERAGE SERVICES, INC.

Nov 2017 – Jul 2022

Franklin, TN

PARTNERVEST ADVISORY SERVICES LLC

May 2017 – Oct 2017

Franklin, TN

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

Sep 2011 – Aug 2014

NEW YORK, NY

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC

May 2010 – Aug 2014

BOSTON, MA

FEDERATED SECURITIES CORP.

Nov 2009 – Aug 2014

PITTSBURGH, PA

FEDERATED INVESTMENT COUNSELING

Jan 2006 – Aug 2014

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · January 24, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARTNERVEST ADVISORY SERVICES LLC

CRD 113621 · SEC 801-62795

AUM

$135K

Regulatory assets under management

Employees

8 client accounts

Services offered by PARTNERVEST ADVISORY SERVICES LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PARTNERVEST ADVISORY SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Mahtab R Khan offer?

Mahtab R Khan specializes in Investment Management.

What are Mahtab R Khan's credentials?

Mahtab R Khan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mahtab R Khan located?

Mahtab R Khan is based in SANTA BARBARA, California, last registered with PARTNERVEST ADVISORY SERVICES LLC.

How does Mahtab R Khan charge for services?

Mahtab R Khan's firm is compensated through other: none. see schedule d miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARTNERVEST ADVISORY SERVICES LLC?

PARTNERVEST ADVISORY SERVICES LLC has approximately 4 employees and manages $135K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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