Momin Bajwa (CRD# 6480218) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 7 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Brokerage Services LLC | Jacksonville, FL | Mar 2017 - Current | 7 |
Kelly Staffing Services | Jacksonville, FL | Dec 2016 - Mar 2017 | < 1 |
Northwestern Mutual | Jacksonville, FL | May 2015 - Jan 2017 | 1 |
University Of North Florida | Jacksonville, FL | Aug 2014 - Aug 2016 | 2 |
Best Buy | Jacksonville, FL | Oct 2014 - Apr 2015 | < 1 |
Student Maid | Gainesville, FL | Mar 2014 - Aug 2014 | < 1 |
Santa Fe College | Gainesville, FL | Aug 2010 - Aug 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2017 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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