Unclaimed
Faisal Magsi is an investment advisor representative with Prostatis Financial Advisors Group. Faisal has been in the financial industry for over 9 years and is a CERTIFIED FINANCIAL PLANNER™ professional. Faisal is registered with the state of Maryland as an Investment Advisor Representative. Prior to joining Prostatis Financial Advisors Group, Faisal worked at LPL Financial LLC and Triad Advisors LLC. Faisal has a Series 7, Series 63, and Series 65 securities 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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
08/15/2024 - Present
Prostatis Financial Advisors Group (Hanover MD)
MD
09/28/2022 - 08/07/2024
LPL FINANCIAL LLC (TOWSON MD)
MD
05/01/2020 - 06/02/2021
TRIAD ADVISORS LLC (Columbia MD)
NY
03/13/2019 - 04/07/2020
PROFUNDS DISTRIBUTORS, INC. (NEW YORK NY)
NY
10/01/2018 - 02/27/2019
FORESIDE FUND SERVICES, LLC (NEW YORK NY)
IA
Issued 06/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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