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Muata Rikondja Mahluli

Facet

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About Muata Rikondja Mahluli

Muata Mahluli is an investment advisor representative with Facet. Muata has been in the financial industry for over 24 years and is registered with the state of Michigan and Texas. Muata specializes in financial planning and portfolio management for individuals. Muata is a Certified Financial Planner (CFP®).

Firm Information

Muata Mahluli is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

Total Financial Advisors

Services Offered

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Muata Mahluli’s Registration & Firm History

MD

02/25/2021 - Present

Facet (BALTIMORE MD)

MI

11/17/2016 - 08/20/2020

CHARLES SCHWAB & CO., INC. (Novi MI)

MI

11/21/2014 - 10/12/2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SOUTHFIELD MI)

MI

06/01/2009 - 10/03/2014

MORGAN STANLEY (BIRMINGHAM MI)

MI

03/06/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)

MI

09/15/2005 - 03/12/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DETROIT MI)

NY

03/15/2005 - 08/18/2005

IFMG SECURITIES, INC. (PURCHASE NY)

MA

02/11/2005 - 03/14/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/11/2005 - 03/14/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MN

01/01/2001 - 02/16/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/01/2001 - 02/16/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

GA

08/18/1997 - 11/02/2000

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 12/19/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/03/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 12/27/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/15/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Muata Rikondja Mahluli.
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