Rashid Mahmood (CRD# 6147672) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 7 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Portsmouth, RI | Dec 2023 - Current | < 1 |
| Citizens Bank, N/a | Portsmouth, RI | Jul 2023 - Dec 2023 | < 1 |
| Citizens Securities, Inc. | Westwood, MA | Oct 2022 - Dec 2023 | 1 |
| Citizens Bank, N/a | Johnston, RI | Oct 2022 - Jul 2023 | < 1 |
| Citizens Securities Inc. | Canton, MA | Jun 2021 - Oct 2022 | 1 |
| Citizens Bank, Inc. | Johnston, RI | Jun 2021 - Oct 2022 | 1 |
| Citizens Bank | Portsmouth, RI | Nov 2018 - Jun 2021 | 2 |
| Citizens Securities, Inc. | Portsmouth, RI | Nov 2018 - Jun 2021 | 2 |
| Citizens Securities, Inc. | Bristol, RI | Feb 2016 - Nov 2018 | 2 |
| Citizens Bank | Bristol, RI | Jul 2014 - Nov 2018 | 4 |
| Walmart | Newport, RI | Mar 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- CT
- FL
- NC
- RI
- VA
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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