Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mosfequs? Claim Your ProfileMosfequs Salehin is a registered investment advisor representative with Schwab Wealth Advisory, Inc. Mosfequs has been in the financial industry since 2017 and holds Series 63, 66 and 7 licenses, as well as the SIE. Mosfequs is registered in 53 states and the District of Columbia. They are also registered as an Investment Advisor Representative in Indiana and Texas. The firm offers financial planning, portfolio management for businesses and individuals.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
BOTH
Issued 12/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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