Mursaleen
Tariq
Peace Of Mind Wealth Management
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About this Advisor
Mursaleen Tariq is a certified financial planner operating out of Raleigh, North Carolina, with 2 years of relevant experience. Tariq is an employee of Peace Of Mind Wealth Management. During their career, the advisor has held roles at Diversified Estate Services, Nc Volleyball Academy, Reutemann Financial Solutions, Inc, Pom Investment Strategies, LLC and Peace Of Mind Wealth Management, LLC. Tariq maintains a Series 65 license, which qualifies them as an investment advisor representative, and can operate in North Carolina and Texas. Peace Of Mind Wealth Management is an advisory firm operating out of Raleigh, NC. It has $137 million in assets under management between its 636 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 636 client accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in assets. The business performs a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees usually are based on the type of services. Fees charged by Peace Of Mind Wealth Management can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Peace Of Mind Wealth Management Brokerage Details
$137,308,755
7
636
$215,894
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mursaleen Tariq Work History
Mursaleen has been registered as a financial advisor for 2 years.*
Reutemann Financial Solutions, Inc
Pom Investment Strategies, LLC
Peace Of Mind Wealth Management, LLC
Nc Volleyball Academy
Diversified Estate Services
Diversified Estate Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mursaleen Tariq to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Peace Of Mind Wealth Management
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
