Muata Mahluli (CRD# 2873085) is an Investment Advisor Representative working at Facet in Beverly Hills, MI and has over 26 years of experience in the finance industry. Muata Mahluli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Facet Wealth | Baltimore, MD | Jul 2020 - Current | 3 |
| Facet Wealth | Baltimore, MD | Jul 2020 - Current | 3 |
| Charles Schwab & Company, Inc. | Novi, MI | Nov 2016 - Current | 7 |
| Charles Schwab Bank | Novi, MI | Nov 2016 - Jul 2020 | 3 |
| Tiaa | Southfield, MI | Oct 2014 - Oct 2016 | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Southfield, MI | Oct 2014 - Oct 2016 | 2 |
| Morgan Stanley Smith Barney | Birmingham, MI | Jun 2009 - Sep 2014 | 5 |
| Morgan Stanley & Co Inc. | Birmingham, MI | Mar 2009 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
- MI
- TX
-
Total Assets Under Management2,545MILLIONS
-
Total Number of Accounts24,977ACCOUNTS
-
Average Account Value$101,880
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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