Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mahmud? Claim Your ProfileMahmud Jetha is a financial advisor currently registered with Ernst & Young Investment Advisers LLP. Mahmud has over 20 years of experience in the financial services industry. Mahmud has been active in the financial services industry since 2001 and has held a variety of roles at firms including The Strategic Financial Alliance, Inc., Invest Financial Corporation, USAA Financial Advisors, Inc., TD Waterhouse Investor Services, Inc., Charles Schwab & Co., Inc., MML Investors Services, Inc., and NYLIFE Securities Inc. Mahmud holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE exam. Mahmud is also a Certified Financial Planner. Mahmud's current focus is providing financial planning services, educational seminars and publication of periodicals.
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.
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.
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2
FL
08/02/2021 - Present
Ernst & Young Investment Advisers LLP (Tampa FL)
GA
03/10/2015 - 06/11/2018
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ALPHARETTA GA)
GA
07/06/2011 - 03/21/2013
INVEST FINANCIAL CORPORATION (MARIETTA GA)
TX
04/02/2007 - 07/13/2010
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
NE
03/11/2005 - 10/19/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
05/21/2004 - 01/03/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
08/07/2001 - 02/20/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
05/15/1996 - 05/31/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 09/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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