Unclaimed
Bibi Salima Mohamed is a financial advisor with over 20 years of experience in the industry. Bibi is currently registered with Raymond James & Associates, Inc. and has been with the firm since March 2005. Prior to that, Bibi worked at Citigroup Global Markets Inc. and Dreyfus Service Corporation in New York. Bibi specializes in a range of financial services, including portfolio management, financial planning, and educational seminars. Bibi holds Series 63, SIE, and Series 7 licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
03/30/2005 - Present
Raymond James & Associates, Inc. (ORLANDO FL)
NY
11/24/2003 - 04/07/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/20/2000 - 05/06/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 02/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bibi Mohamed is the right advisor for you? Invested Better is here to help.