Ramsha Khan

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → 12/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 11/2016 → 11/2019
  Jpmorgan Chase & Co
  Alpharetta, GA
• 01/2020 → 12/2020
  C-Vision
  Alpharetta, GA
• 06/2016 → 09/2016
  Unemployed
  Alpharetta, GA
• 11/2019 → 12/2019
  Unemployed
  Alpharetta, GA
• 12/2020 → 10/2022
  Bank Of America N.A.
  Atlanta, GA
• 04/2024 → 12/2024
  Edward Jones
  St Louis, MO
• 10/2022 → 03/2024
  Unemployed
  Atlanta, GA
• 09/2024 → Present
  Through The Eye Of Ra
  Atlanta, GA
• 10/2024 → Present
  North Star Resource Group
  Duluth, GA
• 12/2012 → 04/2026
  Ramsha Khan
  Atlanta, GA
• 12/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-04-05 → 2024-07-23
  Edward Jones
  Atlanta, GA
  Sandy Springs, GA
  St Louis, MO
• 2021-06-18 → 2022-10-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  New York, NY

Other Businesses

1. NAME OF OTHER BUSINESS: THROUGH THE EYE OF RA INVESTMENT RELATED: NO ADDRESS: ATLANTA, GA 30350 NATURE OF BUSINESS: MUSIC PRODUCTION START DATE: 9/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PRODUCE MUSIC, BUSINESS DEVELOPMENT, MARKETING & SALES, ENTERTAINMENT, LIVE SHOWS & PERFORMANCES, PUBLIC SPEAKING; 2. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: SECURITIES, PLANNING BUSINESS; 3. NAME OF OTHER BUSINESS: MAKE IT MAKE CENTS, INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: NON PROFIT; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT/EXECUTIVE DIRECTOR; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: IDENTIFY COMMUNITY NEEDS, DESIGN PROGRAMS ALIGNED WITH ORGANIZATIONAL GOALS. PROVIDE LEADERSHIP, OPERATIONAL OVERSIGHT FOR ORGANIZATION. LEAD FUNDRAISING, COMMUNITY PARTNERSHIPS, AND PROGRAM DEVELOPMENT INITIATIVES. MANAGE FINANCES, GOVERNANCE, AND COMPLIANCE;

Exams

• S66 Uniform Combined State Law Examination
  2021-06-16