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Faisal Magsi

Prostatis Financial Advisors Group

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About Faisal Magsi

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.

Firm Information

Faisal Magsi is currently registered with Prostatis Financial Advisors Group. Prostatis Financial Advisors Group is an investment advisory firm headquartered in HANOVER, MD, with 19 employees and a team of 14 investment advisory representatives. They manage approximately $405 million in client assets, with a focus on portfolio management for individuals and financial planning services. Prostatis Financial Advisors Group serves a wide range of clients, including high-net-worth individuals and individuals other than high-net-worth.
Prostatis Financial Advisors Group

7580 BUCKINGHAM BLVD, SUITE 180

HANOVER, MD 21076

$405.00M

Assets Under Management

278

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Faisal Magsi’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Faisal Magsi.
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