Mogammad Petersen (CRD# 6885701) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 4 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M Holdings Securities | Portland, OR | Nov 2017 - Current | 6 |
| Jkj Financial Services | Newtown, PA | Nov 2017 - Current | 6 |
| Urban Outfitters | Philadelphia, PA | Aug 2017 - Oct 2017 | < 1 |
| International Trimmings And Label Solutions | Cape Town, | Oct 2015 - Jul 2017 | 1 |
| Student At The Tertiary School Of Business Administration | Cape Town, | Feb 2010 - Jul 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- PA
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Total Assets Under Management4,514MILLIONS
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Total Number of Accounts9,871ACCOUNTS
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Average Account Value$457,257
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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