Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mouzzam? Claim Your ProfileMouzzam Abbasi is a financial advisor with over 15 years of experience in the industry. Mouzzam is currently registered with Allstate Financial Advisors, LLC, a firm headquartered in Lincoln, Nebraska. Mouzzam has held previous roles with Transamerica Financial Advisors, Inc., Park Avenue Securities LLC, Sagepoint Financial, Inc., Pruco Securities, LLC, Quest Capital Strategies, Inc., Waddell & Reed, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and H&R Block Financial Advisors, Inc. Mouzzam holds the Series 6, Series 7, and Series 63 licenses, as well as the Series 65 license.
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.
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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.
Third party advisory fees
1
2
TX
12/13/2022 - Present
Allstate Financial Advisors, LLC (Houston TX)
TX
03/21/2017 - 06/19/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (HOUSTON TX)
TX
12/02/2014 - 01/19/2017
PARK AVENUE SECURITIES LLC (SUGAR LAND TX)
TX
07/15/2014 - 11/11/2014
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
TX
12/13/2012 - 01/27/2014
PRUCO SECURITIES, LLC. (HOUSTON TX)
CA
07/18/2011 - 12/03/2012
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
TX
08/29/2003 - 09/18/2009
WADDELL & REED, INC. (HOUSTON TX)
MN
06/21/2002 - 02/24/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/21/2002 - 02/24/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
07/13/2001 - 01/08/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 08/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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