Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mazhar? Claim Your ProfileMazhar Mahmood is a financial advisor who has been in the industry since September 1997. Mazhar is currently registered with Equitable Advisors, LLC. Mazhar's experience includes previous roles at Ameriprise Financial Services, LLC, IDS Life Insurance Company, and Miller, Johnson & Kuehn, Incorporated. Mazhar is licensed in California, Arizona, New Jersey, and Texas. Mazhar offers financial planning, portfolio management, and pension consulting services.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
CA
05/02/2024 - Present
Equitable Advisors, LLC (IRVINE CA)
CA
01/22/1998 - 05/09/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Irvine CA)
MN
01/22/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/17/1997 - 12/05/1997
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
IA
Issued 09/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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