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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zubair? Claim Your ProfileZubair Mohammed is a financial advisor who has been in the industry since October 6, 2020. Zubair Mohammed currently works for Fidelity Personal And Workplace Advisors as a registered representative and investment advisor representative, holding Series 7TO, SIE, 63, and 66 securities licenses. Zubair Mohammed is registered to provide investment advice in 52 states and District of Columbia, plus Puerto Rico. Zubair Mohammed's previous experience includes working for David Lerner Associates, Inc. in White Plains, NY as an Investment Advisor Representative and working for GTBank in Accra. Zubair Mohammed is also an Uber driver. Zubair Mohammed has a total of 54 approved registrations.
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.
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
NY
08/23/2022 - Present
Fidelity Personal AND Workplace Advisors (YONKERS NY)
NY
08/20/2020 - 05/03/2021
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
BOTH
Issued 05/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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