Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dina? Claim Your ProfileDina Mabasa is a registered investment advisor representative with Fidelity Personal and Workplace Advisors, based in Houston, Texas. Dina has been in the financial services industry since April 2003. Dina's primary area of focus is providing portfolio management for both individuals and businesses. Dina is registered to provide investment advice in all 50 states.
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
09/20/2021 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
03/16/2021 - 07/27/2021
AVANTAX INVESTMENT SERVICES, INC. (Humble TX)
TX
01/11/2011 - 05/23/2019
SIGNATURE SECURITIES (HOUSTON TX)
TX
07/12/1996 - 10/28/1998
A I M DISTRIBUTORS, INC. (HOUSTON TX)
TX
11/19/1993 - 03/27/1995
WESTCAP SECURITIES, L.P. (HOUSTON TX)
NA
05/06/1986 - 04/27/1993
TEXAS COMMERCE BROKERAGE
NA
11/28/1983 - 03/14/1984
LOVETT MITCHELL WEBB, INC.
BOTH
Issued 09/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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