Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nabil? Claim Your ProfileNabil Walid Mufti is a financial advisor with over 30 years of experience in the industry. Nabil is a Certified Financial Planner and has held a variety of roles at several firms including AXA Advisors, LLC and Woodbury Financial Services, Inc. Nabil currently works at Osaic Wealth, Inc. Nabil has been involved with several other businesses, including consulting for CPAs on retirement plans and tax strategies and teaching an investment class for the Virginia Commonwealth University Corporate Education CFP Program. Nabil specializes in providing financial planning services, pension consulting, portfolio management for businesses and individuals, and selection of other advisers.
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.
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.
1
2
FL
01/19/2024 - Present
Osaic Wealth, Inc. (MIAMI FL)
VA
11/11/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RESTON VA)
NY
06/01/2005 - 11/14/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/29/1999 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
06/25/1993 - 07/26/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
06/25/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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