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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Atif? Claim Your ProfileAtif Iqbal Mughal is a registered investment advisor representative with Fisher Investments in Plano, TX. Atif has been in the financial services industry for over nine years. Prior to joining Fisher Investments, Atif worked at LPL Financial LLC and Wells Fargo Clearing Services, LLC. Atif holds the Series 6, 7, 63 and 66 licenses as well as the SIE exam. Atif specializes in providing financial planning and portfolio management services to a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, investment companies and pooled investment vehicles. Atif has experience in providing investment advice across a broad range of asset classes including stocks, bonds, mutual funds, and ETFs.
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.
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.
Portfolio assessment
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.
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.
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2
TX
05/15/2019 - Present
Fisher Investments (PLANO TX)
TX
09/14/2018 - 01/22/2019
LPL FINANCIAL LLC (SOUTHLAKE TX)
TX
05/23/2014 - 09/18/2018
WELLS FARGO CLEARING SERVICES, LLC (IRVING TX)
TX
10/01/2012 - 06/03/2014
J.P. MORGAN SECURITIES LLC (BENBROOK TX)
TX
02/25/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
BOTH
Issued 07/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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