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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohammad? Claim Your ProfileMohammad Sakibadit Khan is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Mohammad has been in the financial services industry since June 14, 2019. Prior to joining Fidelity, Mohammad worked at Ameriprise Financial Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mohammad holds the Series 66, Series 7, and SIE exams. Mohammad is licensed in Arizona, California, Connecticut, Florida, Georgia, Hawaii, Illinois, Massachusetts, Nevada, New York, North Carolina, Pennsylvania, Texas, Virginia, and Washington. Mohammad has specializations in 1, 3, 4, 5, and 6.
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.
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.
1
2
CA
05/17/2021 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
CA
08/17/2020 - 02/27/2021
AMERIPRISE FINANCIAL SERVICES, LLC (LOS ANGELES CA)
CA
08/24/2018 - 12/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
BOTH
Issued 12/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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