Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohammad? Claim Your ProfileMohammad Qureshi is a financial professional with over 25 years of experience in the industry. Currently registered with Wells Fargo Clearing Services, LLC, Mohammad has a broad background in financial services. He has held previous roles with Charles Schwab & Co., Inc., TD Ameritrade, Inc., FSC Securities Corporation, Protected Investors of America, Saturna Brokerage Services, Inc, Lehman Brothers Inc., and 1st Discount Brokerage, Inc. Mohammad's experience spans multiple firms and provides a diverse perspective on client needs. Mohammad is a licensed representative for securities and investment advisory services and is active in multiple states. He is committed to providing comprehensive financial advice and guidance to his clients.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/01/2024 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
CA
04/17/2020 - 03/05/2024
CHARLES SCHWAB & CO., INC. (San Francisco CA)
CA
08/16/2018 - 02/12/2020
TD AMERITRADE, INC. (WALNUT CREEK CA)
CA
06/03/2016 - 09/07/2018
FSC SECURITIES CORPORATION (EMERYVILLE CA)
CA
07/08/2014 - 05/02/2016
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
WA
04/08/2010 - 08/27/2012
SATURNA BROKERAGE SERVICES, INC (BELLINGHAM WA)
CA
10/17/2006 - 09/18/2008
LEHMAN BROTHERS INC. (SAN FRANCISCO CA)
CA
06/21/2004 - 09/01/2006
1ST DISCOUNT BROKERAGE, INC. (SAN FRANCISCO CA)
RI
03/15/1993 - 08/06/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 03/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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