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Amna Rashid

DC Advisory

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About Amna Rashid

Amna Rashid is a registered investment advisor with DC Advisory. Amna is licensed in District of Columbia and New York. Amna has passed the Series 63, Series 79TO, and the SIE exams. Amna began working at DC Advisory on July 16, 2024.

Firm Information

Amna Rashid is currently registered with DC Advisory. DC Advisory is a Limited Liability Company that was formed on April 1, 2012. The firm is registered in California, District of Columbia, Illinois, and New York. It has one approved SEC registration and four approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

80

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Amna Rashid’s Registration & Firm History

DC

07/16/2024 - Present

DC Advisory (Washington DC DC)

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Licenses & Designations

BC

Issued 07/22/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/31/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amna Rashid.
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