Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohamed? Claim Your ProfileMohamed Rafeek is a financial advisor who has been in the industry since 1998. Mohamed has been registered with PFS Investments Inc. since 1998 and has been actively registered in both the broker-dealer and investment advisor space. Mohamed holds several licenses including the Series 6, 63, 26 and 65. Mohamed is located in Torrance, California and serves clients in several states including California, Alabama, Arizona, Arkansas, Florida, Hawaii, Maryland, Michigan, Nevada, Texas, Utah, Virginia and Washington.
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.
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
CA
11/14/2022 - Present
PFS Investments Inc. (TORRANCE CA)
IA
Issued 12/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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