Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dave? Claim Your ProfileDave Mohammed is a financial advisor currently working for Fidelity Personal and Workplace Advisors. Dave Mohammed has been working in the financial industry since 1998. Dave Mohammed is registered to provide investment advice in Illinois, Michigan, and Texas. Dave Mohammed has previously worked for CUNA Brokerage Services, Inc., Princor Financial Services Corporation, LPL Financial Corporation, AIG Retirement Advisors, Inc., and The Variable Annuity Marketing Company. Dave Mohammed is qualified to provide investment advice in the areas of: * portfolio management for individuals * portfolio management for businesses * financial planning * selection of other advisors * educational seminars
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
11/21/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
IA
08/13/2013 - 10/17/2023
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
TX
06/25/2008 - 07/29/2013
PRINCOR FINANCIAL SERVICES CORPORATION (HOUSTON TX)
CA
03/17/2008 - 07/02/2008
LPL FINANCIAL CORPORATION (RANCHO PALOS VERDES CA)
CA
10/07/1998 - 03/07/2008
AIG RETIREMENT ADVISORS, INC. (GLENDALE CA)
TX
04/03/1998 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 07/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Dave Mohammed is the right advisor for you? Invested Better is here to help.
