Unclaimed
Abdulrahman Jama is an investment advisor representative with over six years of experience in the financial services industry. Abdulrahman is currently registered with Morgan Stanley, and has been with the firm since December 2020. Previously, Abdulrahman worked for Ameriprise Financial Services, LLC from October 2014 to December 2020. Abdulrahman is licensed to provide investment advice in a number of states. Abdulrahman is also a registered representative, and holds the Series 66, SIE and Series 7 licenses. Abdulrahman specializes in a variety of investment services, including portfolio management for individuals, businesses, and investment companies, financial planning, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
01/21/2021 - Present
Morgan Stanley (Bloomington MN)
MN
10/07/2014 - 12/07/2020
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BOTH
Issued 12/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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