Unclaimed
Nabil Mufti is an investment advisor representative at Osaic Wealth, INC. Nabil has been in the industry since June 1993 and has experience with a variety of investment strategies. Nabil holds the Series 6, 7, 24, 63, and 65 licenses, as well as the SIE. Nabil also has a CFP designation. In addition to his work at Osaic Wealth, INC., Nabil has been involved in a number of other business ventures including a licensed insurance agency and a consultant role for MillerMusmar CPAs.
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
VA
01/19/2024 - Present
Osaic Wealth, Inc. (RESTON VA)
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 8/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/4/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/6/1998
Series 7 - General Securities Representative Examination
BC
Issued 6/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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