Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mustafa? Claim Your ProfileMustafa Binns is a financial advisor at EP Wealth Advisors, a firm with a national reach and a focus on serving individuals, families, and businesses. Mustafa specializes in retirement planning, investment management, and financial planning. Mustafa holds the Series 7, 6, 63, and 65 licenses and the SIE designation, which is the required certification for all financial advisors. Mustafa is also a Certified Financial Planner, demonstrating a commitment to providing comprehensive financial planning services to clients.
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.
Retirement plan advisory services & tax preparation services
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.
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WA
12/10/2024 - Present
EP Wealth Advisors (Kirkland WA)
WA
01/13/2020 - 10/21/2021
COLDSTREAM SECURITIES, INC. (BELLEVUE WA)
WA
05/20/2019 - 07/18/2019
PRUCO SECURITIES, LLC. (Bothell WA)
WA
12/18/2017 - 05/16/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
03/02/2017 - 12/19/2017
LPL FINANCIAL LLC (KIRKLAND WA)
CA
03/23/2015 - 06/12/2015
J.P. MORGAN SECURITIES LLC (SIMI VALLEY CA)
IA
Issued 08/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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