Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Muhammad? Claim Your ProfileMuhammad Atif Siddiqi is a registered representative and investment advisor representative with Morgan Stanley. Muhammad has been in the securities industry since 2001 and has experience in various areas of finance. Muhammad holds Series 7 and Series 66 licenses and the SIE exam. Muhammad has previously worked at FIRST ALLIED SECURITIES, INC., ROUND HILL SECURITIES, INC., and MORGAN STANLEY DW INC. Muhammad is currently registered with FINRA and the state of California.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
04/15/2020 - Present
Morgan Stanley (Palo Alto CA)
CA
06/13/2005 - 07/25/2012
FIRST ALLIED SECURITIES, INC. (LOS ALTOS CA)
CA
01/18/2005 - 06/13/2005
ROUND HILL SECURITIES, INC. (ALAMO CA)
NY
09/05/2002 - 12/15/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/20/2001 - 07/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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