Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shadi? Claim Your ProfileShadi Mubaidin is a registered investment advisor representative with Edward Jones. Shadi is active in Iowa and Texas. Shadi has been in the securities industry since June 2018. Shadi has held prior positions with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO BANK, NA. Shadi is licensed to sell securities in Arizona, Iowa and Texas. Shadi also holds the Series 6, Series 7, Series 63 and Series 66 licenses. Shadi specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Shadi works with clients in Des Moines and the surrounding area.
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.
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.
See schedule d - miscellaneous
1
2
IA
01/18/2025 - Present
Edward Jones (DES MOINES IA)
IA
11/04/2016 - 09/13/2022
WELLS FARGO CLEARING SERVICES, LLC (WEST DES MOINES IA)
BOTH
Issued 08/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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