Musa
Mahmud
Fidelity Personal And Workplace Advisors
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About this Advisor
Musa Mahmud is a financial advisor based in Houston, Texas, working with Fidelity Personal And Workplace Advisors. Musa has previously held positions at Edward Jones, Managed Labor Solution, Enterprise Car Rental, Integrity, Quality Quantity Control LLC, Texas A&M University, Morgan Stanley, Morgan Stanley Private Bank, N.A, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Fedex Ground, Towne Park, and Fidelity Investments. Musa has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Musa is part of Fidelity Personal And Workplace Advisors, which operates out of Houston, Texas. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Musa Mahmud Work History
Fidelity Investments
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Edward Jones
Morgan Stanley
Morgan Stanley Private Bank, N.A
Enterprise Car Rental
Integrity, Quality Quantity Control LLC
Managed Labor Solution
Towne Park
Texas A&M University
Fedex Ground
Texas A&M University
Disclosures
Please visit the SEC profile of Musa Mahmud to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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