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Wealth Management Meet Our Advisors

Waqas Khan

LPL Financial Advisor

CA Insurance License #0I07634
Registered for Securities in: CA*
Registered as Investment Advisor Representative (IAR) in: CA*
*Securities Registrations are held with LPL Financial

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Waqas Khan has more than 11 years of experience in the financial services industry and became a Registered Representative in 2013. Waqas received his undergraduate degree in Business Administration with a concentration in Finance from California State University, Sacramento. Currently, Waqas is in the process of attaining the Certified Financial Planner designation.

Waqas takes time to understand each of his client’s financial needs and goals and tailor’s investment products and services to pursue their goals. He believes in creating long lasting relationships and understands the importance of communication, therefore, he checks in with his clients on a regular basis, assisting them with any questions or concerns.

On a personal note, Waqas enjoys spending time with his Wife, Maleeha and his daughter and twin boys, and enjoys spending his free time at the park with his wife and kids.

 

LPL Financial Advisors are registered with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Investments are:
Not NCUA Insured
Not Credit Union Guaranteed
Not Obligations of the Credit Union
May Lose Value Including Principal
 

SAFE Wealth Advisors are employees of SAFE Credit Union and are registered representatives through LPL Financial, Member FINRA/SIPC. SAFE Financial Services and SAFE Credit Union: Not a registered broker dealer; Not affiliated with LPL Financial.

LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, CA, CO, FL, HI, ID, IL, NC, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY.

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